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
$426M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.52M
3
+$7.41M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.62M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.56M

Top Sells

1
+$6.95M
2
+$6.75M
3
+$6.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.78M
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$3.66M

Sector Composition

1 Technology 13.94%
2 Consumer Staples 5.8%
3 Consumer Discretionary 4.81%
4 Financials 4.26%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 0.91%
24,382
+5,317
27
$3.5M 0.82%
17,274
+1,058
28
$3.32M 0.78%
18,683
+1,965
29
$3.2M 0.75%
23,700
+8,720
30
$2.8M 0.66%
6,785
+6,134
31
$2.73M 0.64%
6,037
+845
32
$2.65M 0.62%
27,193
+6,900
33
$2.64M 0.62%
23,014
+3,679
34
$2.5M 0.59%
104,690
+28,840
35
$2.47M 0.58%
5,092
+113
36
$2.45M 0.58%
16,719
+3,056
37
$2.38M 0.56%
14,267
+7,527
38
$2.32M 0.55%
24,235
+1,723
39
$2.32M 0.55%
33,300
-688
40
$2.3M 0.54%
16,539
+1,224
41
$2.24M 0.53%
11,249
+7,620
42
$2.15M 0.51%
12,432
+3,873
43
$2.11M 0.5%
2,837
+489
44
$2M 0.47%
+10,627
45
$1.99M 0.47%
8,718
+1,369
46
$1.97M 0.46%
37,788
+5,901
47
$1.96M 0.46%
13,226
+481
48
$1.93M 0.45%
35,884
+3,482
49
$1.93M 0.45%
14,500
+1,339
50
$1.86M 0.44%
10,211
+2,286
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