SF

Symphony Financial Portfolio holdings

AUM $822M
1-Year Est. Return 17.25%
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$4.17M
3 +$2.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.89M

Top Sells

1 +$5.83M
2 +$4.16M
3 +$3.12M
4
LPLA icon
LPL Financial
LPLA
+$2.48M
5
MO icon
Altria Group
MO
+$1.77M

Sector Composition

1 Technology 17.68%
2 Consumer Discretionary 5.6%
3 Financials 5.32%
4 Communication Services 4.74%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,354
252
-23,772