SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
This Quarter Return
+8.53%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+7.7%)
Cap. Flow
+$251K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
92.14%
Holding
92
New
29
Increased
23
Reduced
10
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$875K |
| 2 |
iShares Global Equity Factor ETF
GLOF
|
$285K |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$273K |
| 4 |
Zimmer Biomet
ZBH
|
$227K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$217K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$1.06M |
| 2 |
Northwest Bancshares
NWBI
|
$430K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$332K |
| 4 |
Lakeland Financial Corp
LKFN
|
$306K |
| 5 |
Microsoft
MSFT
|
$56K |
Sector Composition
| 1 | Materials | 43.08% |
| 2 | Technology | 1.94% |
| 3 | Healthcare | 1% |
| 4 | Financials | 0.54% |
| 5 | Consumer Discretionary | 0.27% |
