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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 $168,847,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 193,691 $15,821,334 9.37%
2.
Nvidia Corp
 NVDA 116,550 $13,010,682 7.71%
3.
Ishares Tr - CORE MSCI EAFE
 159,337 $11,859,947 7.02%
4.
Ishares Trust
 IEF 55,230 $10,382,251 6.15%
5.
Spdr Series Trust
 115,099 $9,101,713 5.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)