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
126
$571K 0.12%
+21,484
127
$560K 0.12%
10,541
-21
128
$554K 0.12%
10,863
+5,883
129
$554K 0.12%
4,286
-5,139
130
$550K 0.12%
3,803
-747
131
$544K 0.12%
5,790
+1,587
132
$519K 0.11%
+3,382
133
$500K 0.11%
687
-165
134
$494K 0.11%
+1,895
135
$487K 0.1%
+2,338
136
$461K 0.1%
7,340
-10,219
137
$458K 0.1%
+8,611
138
$415K 0.09%
10,287
+1,281
139
$406K 0.09%
+12,035
140
$404K 0.09%
+11,563
141
$404K 0.09%
927
-86
142
$393K 0.08%
6,946
-7,385
143
$391K 0.08%
4,215
+354
144
$390K 0.08%
7,233
-37,596
145
$389K 0.08%
4,951
-399
146
$388K 0.08%
491
-80
147
$386K 0.08%
1,348
+116
148
$383K 0.08%
882
-1,480
149
$381K 0.08%
3,097
+585
150
$381K 0.08%
3,272
+14
4 5
6
7 8