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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
76
$266K 0.14%
4,788
-583
77
$262K 0.14%
4,383
+13
78
$260K 0.14%
1,339
+1
79
$259K 0.14%
+1,029
80
$258K 0.14%
1,540
81
$251K 0.14%
8,901
+185
82
$251K 0.14%
7,026
-1,266
83
$251K 0.14%
1,805
+1
84
$251K 0.14%
1,324
+211
85
$242K 0.13%
1,257
+5
86
$238K 0.13%
2,271
-50
87
$238K 0.13%
3,346
88
$221K 0.12%
+5,230
89
$217K 0.12%
+353
90
$210K 0.11%
1,659
91
$210K 0.11%
+4,200
92
$209K 0.11%
740
+2
93
$195K 0.1%
31,944
+1,966
94
$193K 0.1%
14,396
+45
95
$152K 0.08%
10,405
-1,491
96
$48.4K 0.03%
1,880
+640
97
$34.7K 0.02%
2,006
-32
98
$12K 0.01%
10,000
-4,000
99
$7.83K ﹤0.01%
760
100
$2.73K ﹤0.01%
+35,098
1 2 3
4
5