SF

Symphony Financial Portfolio holdings

AUM $744M
1-Year Est. Return 19.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.77M
3
+$2.32M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.11M
5
CARR icon
Carrier Global
CARR
+$1.04M

Top Sells

1
+$3.67M
2
+$2.71M
3
+$2.38M
4
AMZN icon
Amazon
AMZN
+$2.32M
5
NVDA icon
NVIDIA
NVDA
+$2.25M

Sector Composition

1 Technology 12.14%
2 Consumer Staples 6.06%
3 Consumer Discretionary 4.39%
4 Industrials 4.18%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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