SF

Symphony Financial Portfolio holdings

AUM $763M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.47M
3
+$7.27M
4
NVDA icon
NVIDIA
NVDA
+$6.94M
5
MO icon
Altria Group
MO
+$4.94M

Top Sells

1
+$15.2M
2
+$15.1M
3
+$15.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.9M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$9.43M

Sector Composition

1 Technology 14.37%
2 Consumer Discretionary 5.53%
3 Financials 4.95%
4 Consumer Staples 4.64%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.04%
13,581
+7,609
27
$4.83M 1.04%
10,176
+4,938
28
$4.64M 1%
44,887
-91,281
29
$4.48M 0.96%
47,369
+3,086
30
$4.31M 0.93%
6,367
+530
31
$4.22M 0.91%
29,836
+28,066
32
$3.95M 0.85%
+27,457
33
$3.67M 0.79%
50,185
+11,540
34
$3.61M 0.78%
71,149
-2,056
35
$3.51M 0.75%
24,313
+7,383
36
$3.29M 0.71%
20,471
+11,076
37
$3.24M 0.7%
7,415
+650
38
$3.19M 0.69%
11,895
-2,790
39
$2.96M 0.64%
17,539
+13,767
40
$2.93M 0.63%
27,029
+10,226
41
$2.83M 0.61%
5,928
+74
42
$2.81M 0.6%
12,736
-921
43
$2.76M 0.59%
4,359
+1,323
44
$2.67M 0.57%
5,112
+2,042
45
$2.67M 0.57%
10,070
+4,617
46
$2.66M 0.57%
44,494
-22,647
47
$2.65M 0.57%
+4,440
48
$2.6M 0.56%
6,096
+3,864
49
$2.51M 0.54%
10,752
-800
50
$2.42M 0.52%
+7,983
1
2
3 4 5