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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
51
$531K 0.29%
3,455
+3
52
$528K 0.28%
1,302
+3
53
$527K 0.28%
2,521
-96
54
$495K 0.27%
2,498
-53
55
$459K 0.25%
+26,773
56
$420K 0.23%
1,381
+1
57
$401K 0.22%
902
58
$375K 0.2%
4,140
-38
59
$365K 0.2%
4,806
+300
60
$365K 0.2%
1,027
+127
61
$352K 0.19%
1,450
62
$322K 0.17%
2,086
63
$320K 0.17%
+6,725
64
$318K 0.17%
2,240
+1
65
$317K 0.17%
5,343
+3
66
$305K 0.16%
8,765
-2,211
67
$304K 0.16%
+9,066
68
$304K 0.16%
4,438
+405
69
$302K 0.16%
4,671
-861
70
$297K 0.16%
4,820
+36
71
$293K 0.16%
783
72
$290K 0.16%
3,434
-547
73
$282K 0.15%
+1,865
74
$270K 0.15%
1,455
-324
75
$269K 0.14%
6,503
+192
1 2
3
4 5