SFS

Symphony Financial Services Portfolio holdings

AUM $195M
1-Year Est. Return 14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$863K
2
+$764K
3
+$420K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$349K
5
DELL icon
Dell
DELL
+$229K

Top Sells

1
+$1.13M
2
+$415K
3
+$388K
4
LOW icon
Lowe's Companies
LOW
+$239K
5
MRK icon
Merck
MRK
+$210K

Sector Composition

1 Technology 9.36%
2 Financials 4.51%
3 Consumer Discretionary 2.44%
4 Communication Services 1.54%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.24%
1,380
+2
52
$370K 0.22%
5,371
-1,552
53
$365K 0.22%
3,981
-122
54
$364K 0.22%
10,976
+3,900
55
$362K 0.22%
4,178
+100
56
$341K 0.2%
4,506
+800
57
$338K 0.2%
5,532
+3
58
$313K 0.19%
550
59
$308K 0.18%
2,086
+1
60
$301K 0.18%
902
-50
61
$298K 0.18%
5,340
+3
62
$295K 0.18%
8,292
+95
63
$284K 0.17%
4,033
64
$280K 0.17%
783
-28
65
$275K 0.16%
+2,239
66
$274K 0.16%
900
-10
67
$272K 0.16%
1,779
-21
68
$268K 0.16%
4,370
+12
69
$256K 0.15%
1,450
70
$253K 0.15%
8,716
-70
71
$253K 0.15%
+4,784
72
$250K 0.15%
10,300
73
$245K 0.15%
1,338
-78
74
$243K 0.15%
1,804
-516
75
$241K 0.14%
6,311
-45
1 2
3
4