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SFS
Symphony Financial Services Portfolio holdings
AUM
$195M
1-Year Est. Return
16.51%
This Fund
S&P 500
1 Year Est. Return
+16.51%
AUM
$195M
AUM Growth
-$271K
(-0.14%)
Holding
107
Top Buys
| 1 | +$931K | |
| 2 | +$884K | |
| 3 | +$873K | |
| 4 |
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
|
+$760K |
| 5 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$747K |
Top Sells
| 1 | +$674K | |
| 2 | +$400K | |
| 3 | +$298K | |
| 4 |
Intel
INTC
|
+$291K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$266K |
Sector Composition
| 1 | Technology | 8.58% |
| 2 | Financials | 3.36% |
| 3 | Energy | 2.06% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Industrials | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Boeing
BA
$179B
| – | – |
-1,030
|
|
||
102
First Citizens BancShares
FCNCA
$24.3B
| – | – |
-104
|
|
||
103
IBM
IBM
$255B
| – | – |
-741
|
|
||
|
104
Intel
INTC
$588B
| – | – |
-7,891
|
|
||
105
Lowe's Companies
LOW
$126B
| – | – |
-905
|
|
||
106
Invesco Financial Preferred ETF
PGF
$693M
| – | – |
-10,184
|
|
||
|
107
iShares MSCI USA Quality Factor ETF
QUAL
$46.5B
| – | – |
-1,341
|
|