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
$763M
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$46.3M
2 +$20.1M
3 +$19.1M
4
NVDA icon
NVIDIA
NVDA
+$17.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.9M

Top Sells

1 +$170M
2 +$166M
3 +$4.12M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$3.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$877K

Sector Composition

1 Technology 17.34%
2 Financials 5.32%
3 Consumer Discretionary 5.17%
4 Communication Services 5%
5 Healthcare 4.43%