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Home > Institutional Investor > Symphony Financial, Ltd. Co. > Profile

Instuitional Investor - Symphony Financial, Ltd. Co.

Fund Profile
Filing Period:
Fund Name: Symphony Financial, Ltd. Co.
Portfolio Value $464,933,257
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 454,335 $26,455,033 5.69%
2.
American Centy Etf Tr
 257,329 $22,167,334 4.76%
3.
Microsoft Corp
 MSFT 41,719 $16,154,432 3.47%
4.
American Centy Etf Tr
 272,666 $16,082,796 3.45%
5.
Ishares Trust
 IEF 57,352 $15,566,469 3.34%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)