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SFS

Symphony Financial Services Portfolio holdings

AUM $195M
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$974K
3
+$927K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$896K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$567K

Top Sells

1
+$1.49M
2
+$215K
3
+$215K
4
FCNCA icon
First Citizens BancShares
FCNCA
+$203K
5
V icon
Visa
V
+$99.7K

Sector Composition

1 Technology 10.17%
2 Financials 3.89%
3 Consumer Discretionary 2.51%
4 Energy 1.49%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.56%
2,073
-9
27
$968K 0.52%
4,944
-2
28
$959K 0.52%
1,306
+10
29
$958K 0.52%
7,990
-350
30
$920K 0.5%
8,161
-122
31
$910K 0.49%
+13,948
32
$904K 0.49%
2,741
+807
33
$883K 0.48%
+51,781
34
$876K 0.47%
35,326
+37
35
$820K 0.44%
11,190
+177
36
$817K 0.44%
1,071
+488
37
$791K 0.43%
855
+316
38
$779K 0.42%
7,425
+791
39
$775K 0.42%
1,265
+715
40
$712K 0.38%
2,884
+13
41
$701K 0.38%
2,026
+87
42
$700K 0.38%
12,386
+1,073
43
$591K 0.32%
8,952
-307
44
$585K 0.31%
5,674
+34
45
$573K 0.31%
22,494
+2,083
46
$553K 0.3%
9,410
-4
47
$548K 0.29%
963
48
$546K 0.29%
7,025
-200
49
$545K 0.29%
19,725
+2,250
50
$535K 0.29%
14,994
-373
1
2
3 4 5