Top 50 Symphony Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ENHANCED | 10.59% | 787.4K | $20.6M | +4.34%(+32.76K) | $26.31(+0.30%) | 2026-03-31 | |
| BUFR | FIRST TRUST | 8.52% | 491.6K | $16.6M | +5.52%(+25.73K) | $30.54(+19.69%) | 2026-03-31 | |
| USMC | PRINCIPAL US | 8.01% | 242.6K | $15.6M | +6.09%(+13.93K) | $56.26(+31.57%) | 2026-03-31 | |
| PAVE | GLOBAL X | 5.44% | 208.7K | $10.6M | +1.40%(+2.88K) | $39.24(+45.63%) | 2026-03-31 | |
| AIRR | FIRST TRUST | 5.18% | 91.1K | $10.1M | +5.65%(+4.87K) | $77.16(+63.18%) | 2026-03-31 | |
| KNG | FIRST TRUST | 4.9% | 196.0K | $9.5M | +3.98%(+7.51K) | $50.30(+2.64%) | 2026-03-31 | |
| JMBS | JANUS HENDERSON | 3.9% | 168.1K | $7.6M | -0.44%(-749) | $45.02(-0.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.66% | 28.1K | $7.1M | -3.17%(-919) | $194.11(+58.99%) | 2026-03-31 | |
| IWY | ISHARES RUSSELL | 2.78% | 21.8K | $5.4M | -4.91%(-1.12K) | $218.56(+29.66%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 2.6% | 29.0K | $5.1M | -2.60%(-774) | $108.60(+79.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.30% | +23.53% |
| Top 20 Holdings Unweighted | +9.79% | +32.33% |
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