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
$376M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$8.9M
3 +$8.62M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.29M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.27M

Top Sells

1 +$7.43M
2 +$5.01M
3 +$2.56M
4
CSCO icon
Cisco
CSCO
+$2.33M
5
MA icon
Mastercard
MA
+$2.28M

Sector Composition

1 Technology 14.4%
2 Consumer Discretionary 5.99%
3 Consumer Staples 5.3%
4 Industrials 4.53%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,898
202
0
203
-3,800