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
$407M
AUM Growth
-$618K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.66M
3
+$8.64M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.78M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.43M

Top Sells

1
+$9.37M
2
+$6.05M
3
+$5.06M
4
AMZN icon
Amazon
AMZN
+$5.02M
5
ADBE icon
Adobe
ADBE
+$4.17M

Sector Composition

1 Technology 8%
2 Consumer Staples 4.14%
3 Energy 3.51%
4 Financials 3.28%
5 Industrials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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191
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4 5 6 7
8