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
$277M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.98M
3
+$4.98M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.28M

Top Sells

1
+$10.2M
2
+$2.2M
3
+$2.06M
4
VZ icon
Verizon
VZ
+$1.69M
5
AMT icon
American Tower
AMT
+$1.58M

Sector Composition

1 Technology 16.31%
2 Consumer Staples 7.87%
3 Industrials 5.67%
4 Healthcare 5.36%
5 Financials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$638K 0.23%
3,898
+345
77
$632K 0.23%
6,759
+103
78
$615K 0.22%
2,693
+180
79
$589K 0.21%
5,214
+259
80
$584K 0.21%
6,865
-43
81
$583K 0.21%
8,246
-875
82
$583K 0.21%
18,863
-47
83
$567K 0.2%
6,476
84
$562K 0.2%
1,190
+104
85
$560K 0.2%
9,000
-300
86
$550K 0.2%
3,097
-902
87
$541K 0.19%
8,778
-1,232
88
$531K 0.19%
2,233
-490
89
$528K 0.19%
2,160
+491
90
$527K 0.19%
1,995
-8
91
$524K 0.19%
13,600
-400
92
$516K 0.19%
8,692
-93
93
$515K 0.18%
4,602
+389
94
$497K 0.18%
2,447
+114
95
$496K 0.18%
4,900
+500
96
$480K 0.17%
5,256
+1,282
97
$470K 0.17%
6,077
-173
98
$459K 0.16%
+16,900
99
$455K 0.16%
+7,511
100
$445K 0.16%
1,438
+4
2 3
4
5 6