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
51
$2.36M 0.51%
+6,751
52
$2.36M 0.51%
25,724
-2,919
53
$2.35M 0.51%
6,510
+656
54
$2.3M 0.49%
+23,381
55
$2.22M 0.48%
15,995
-856
56
$2.12M 0.46%
13,133
+7,311
57
$2.12M 0.45%
9,295
+2,518
58
$2.1M 0.45%
12,674
-100
59
$2.07M 0.45%
34,314
+12,498
60
$2.07M 0.44%
38,313
-2,496
61
$1.91M 0.41%
19,535
-2,163
62
$1.9M 0.41%
38,714
-50,977
63
$1.84M 0.4%
31,600
+535
64
$1.76M 0.38%
6,053
+1,494
65
$1.75M 0.38%
4,273
+187
66
$1.74M 0.38%
10,638
+119
67
$1.67M 0.36%
5,776
+1,780
68
$1.65M 0.35%
9,924
+660
69
$1.6M 0.34%
10,678
+1,528
70
$1.6M 0.34%
4,413
+3,289
71
$1.6M 0.34%
+96,144
72
$1.55M 0.33%
31,293
-3,841
73
$1.43M 0.31%
23,898
+1,369
74
$1.42M 0.31%
9,446
-2,826
75
$1.38M 0.3%
5,423
+141
1 2
3
4 5