SF

Symphony Financial Portfolio holdings

AUM $755M
1-Year Est. Return 25.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.57M
3
+$1.36M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.17M

Top Sells

1
+$810K
2
+$766K
3
+$674K
4
ADBE icon
Adobe
ADBE
+$626K
5
WMB icon
Williams Companies
WMB
+$583K

Sector Composition

1 Technology 16.48%
2 Financials 5.38%
3 Consumer Discretionary 5.23%
4 Consumer Staples 5.04%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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233
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235
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236
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-2,905
238
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6 7 8 9
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