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
$426M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.52M
3
+$7.41M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.62M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.56M

Top Sells

1
+$6.95M
2
+$6.75M
3
+$6.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.78M
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$3.66M

Sector Composition

1 Technology 13.94%
2 Consumer Staples 5.8%
3 Consumer Discretionary 4.81%
4 Financials 4.26%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$377K 0.09%
2,120
+250
152
$374K 0.09%
8,829
+984
153
$359K 0.08%
8,517
154
$358K 0.08%
2,734
+975
155
$357K 0.08%
7,100
+1,790
156
$334K 0.08%
+6,030
157
$332K 0.08%
4,298
+711
158
$331K 0.08%
1,359
+20
159
$323K 0.08%
23,187
+11,187
160
$319K 0.08%
+2,042
161
$308K 0.07%
6,679
+674
162
$308K 0.07%
1,599
+438
163
$299K 0.07%
2,965
+178
164
$283K 0.07%
2,465
-372
165
$281K 0.07%
3,509
-142
166
$279K 0.07%
7,351
-6,390
167
$271K 0.06%
2,436
+312
168
$268K 0.06%
+655
169
$261K 0.06%
1,434
-35
170
$258K 0.06%
+1,882
171
$253K 0.06%
+15,107
172
$250K 0.06%
+2,093
173
$243K 0.06%
891
-21
174
$241K 0.06%
+4,754
175
$238K 0.06%
+2,056
5 6
7
8 9