SF

Symphony Financial Portfolio holdings

AUM $755M
1-Year Est. Return 25.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.5M
3
+$8.42M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.73M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.29M

Top Sells

1
+$25.8M
2
+$9.69M
3
+$3.53M
4
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$2.48M
5
CLX icon
Clorox
CLX
+$1.06M

Sector Composition

1 Technology 14.13%
2 Consumer Staples 5.7%
3 Consumer Discretionary 5.47%
4 Healthcare 3.93%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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192
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4 5 6 7
8