SFS

Symphony Financial Services Portfolio holdings

AUM $167M
1-Year Est. Return 12.75%
This Quarter Est. Return
1 Year Est. Return
+12.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$10.3M
3 +$7.9M
4
AAPL icon
Apple
AAPL
+$7.54M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$6.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.01%
2 Financials 4.85%
3 Consumer Discretionary 4.1%
4 Healthcare 3.44%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$216K 0.19%
+4,997
77
$213K 0.18%
+3,706
78
$208K 0.18%
+3,588
79
$205K 0.18%
+3,133
80
$204K 0.18%
+4,842
81
$152K 0.13%
+28,859
82
$141K 0.12%
+10,449
83
$96.3K 0.08%
+15,942
84
$35.6K 0.03%
+20,380
85
$26.6K 0.02%
+19,000