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
126
$296K 0.11%
4,328
+52
127
$294K 0.11%
1,174
+30
128
$289K 0.1%
8,517
-6,500
129
$289K 0.1%
3,185
-345
130
$284K 0.1%
3,842
+147
131
$276K 0.1%
+3,570
132
$276K 0.1%
4,142
133
$273K 0.1%
+3,800
134
$268K 0.1%
+4,572
135
$268K 0.1%
3,834
-464
136
$266K 0.1%
3,809
+20
137
$264K 0.09%
2,252
+14
138
$264K 0.09%
3,957
-952
139
$262K 0.09%
+825
140
$253K 0.09%
1,202
+6
141
$240K 0.09%
+1,142
142
$239K 0.09%
+4,148
143
$239K 0.09%
+770
144
$235K 0.08%
882
+15
145
$229K 0.08%
720
-593
146
$227K 0.08%
+1,389
147
$223K 0.08%
+1,550
148
$219K 0.08%
69,613
+7,321
149
$212K 0.08%
889
-84
150
$201K 0.07%
884
-96
3 4 5
6
7