SV

SYMONS VALUE INST FUND | SAVIX

Mutual Fund
SYMONS VALUE INST FUND
Last update 2021-10-29 32 Stocks (4 new)
Value $11.00 Mil Turnover 9 %
Countries:
Top Holdings: AEM(5.80%)ERIC(5.46%)DUK(5.13%)GILD(4.86%)D(4.68%)
Summary Stock Picks Current Portfolio
SYMONS VALUE INST FUND Top Holdings of 2021-08-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AEM
Agnico Eagle Mines Ltd
11,180
643.1
0%
5.800
0%
0.000
+7.94%
+63.88%
63,990.1
Metals & Mining
ERIC
Telefonaktiebolaget L M Ericsson
51,181
605.0
+25.28%
5.460
+1.10%
0.000
-7.94%
-3.54%
25,499.7
Hardware
DUK
Duke Energy Corp
5,433
568.6
0%
5.130
0%
0.000
-0.68%
+12.97%
92,890.0
Utilities - Regulated
GILD
Gilead Sciences Inc
7,407
539.1
0%
4.860
0%
0.000
+7.51%
+24.68%
141,260.6
Drug Manufacturers
D
Dominion Energy Inc
6,660
518.4
0%
4.680
0%
0.000
+10.62%
+10.84%
49,709.2
Utilities - Regulated
PPL
PPL Corp
17,542
514.9
0%
4.650
0%
0.000
+1.51%
+14.24%
26,975.7
Utilities - Regulated
LMT
Lockheed Martin Corp
1,296
466.3
0%
4.210
0%
0.000
-8.90%
-12.46%
97,912.9
Aerospace & Defense
BIIB
Biogen Inc
1,323
448.4
0%
4.050
0%
0.000
+10.84%
-14.35%
19,192.2
Drug Manufacturers
TSN
Tyson Foods Inc
5,343
419.5
0%
3.790
0%
0.000
-11.53%
-3.67%
19,375.6
Consumer Packaged Goods
NEE
NextEra Energy Inc
4,969
417.4
0%
3.770
0%
0.000
+9.13%
+3.24%
149,957.7
Utilities - Regulated

SYMONS VALUE INST FUND's Historical Top Holdings Breakdowns

SYMONS VALUE INST FUND Total Holding History ($B)

To

SYMONS VALUE INST FUND's Asset Allocation

To

SYMONS VALUE INST FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SYMONS VALUE INST FUND's Hypothetical Growth since 2021-08-31

SYMONS VALUE INST FUND's Yearly Returns

Year Portfolio % % Excess Gain %

SYMONS VALUE INST FUND's Holdings Heat Map

Size field:

SYMONS VALUE INST FUND's Holdings Bubble Chart

SYMONS VALUE INST FUND News

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