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
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204
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205
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207
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0
208
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-111,482
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210
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211
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212
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5 6 7 8
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