SFS
Symphony Financial Services Portfolio holdings
AUM
$167M
1-Year Return
12.75%
This Quarter Return
-2.9%
1 Year Return
+12.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$28.6M
(+23%)
Cap. Flow
+$33.1M
Cap. Flow
% of AUM
21.65%
Top 10 Holdings %
Top 10 Hldgs %
60.64%
Holding
91
New
11
Increased
32
Reduced
38
Closed
5
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.67% |
| 2 | Financials | 4.3% |
| 3 | Consumer Discretionary | 2.65% |
| 4 | Healthcare | 2.06% |
| 5 | Communication Services | 1.31% |
