SFS
Symphony Financial Services Portfolio holdings
AUM
$195M
1-Year Est. Return
14%
This Fund
S&P 500
1 Year Est. Return
+14%
AUM
$186M
AUM Growth
+$18.4M
(+11%)
Holding
103
Top Buys
| 1 | +$1.14M | |
| 2 | +$974K | |
| 3 | +$927K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$896K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$567K |
Top Sells
| 1 | +$1.49M | |
| 2 | +$215K | |
| 3 | +$215K | |
| 4 |
First Citizens BancShares
FCNCA
|
+$203K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
State Street Ultra Short Term Bond ETF
ULST
$628M
| – | – |
-5,300
|
|
||
102
Boston Scientific
BSX
$104B
| – | – |
-2,000
|
|
||
|
103
First Citizens BancShares
FCNCA
$21.1B
| – | – |
-104
|
|