Symphonic Financial Advisors
Latest statistics and disclosures from Symphonic Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIV, AMNF, and represent 100.00% of Symphonic Financial Advisors's stock portfolio.
- Added to shares of these 1 stock: BIV.
- Reduced shares in these 3 stocks: Vanguard Mid Cap Value Index F, Vanguard Mid Cap Gwth Index, Royce Fd 100 Fd Svc Cl.
- Sold out of its positions in Royce Fd 100 Fd Svc Cl, Vanguard Mid Cap Value Index F, Vanguard Mid Cap Gwth Index.
- Symphonic Financial Advisors was a net seller of stock by $-1.5M.
- Symphonic Financial Advisors has $550k in assets under management (AUM), dropping by -73.88%.
- Central Index Key (CIK): 0001416208
Portfolio Holdings for Symphonic Financial Advisors
Symphonic Financial Advisors holds 2 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF (BIV) | 96.4 | $530k | +31% | 6.0k | 88.17 |
|
| Armanino Foods Of Distinction (AMNF) | 3.6 | $20k | 22k | 0.90 |
|
Past Filings by Symphonic Financial Advisors
SEC 13F filings are viewable for Symphonic Financial Advisors going back to 2011
- Symphonic Financial Advisors 2012 Q4 filed Feb. 12, 2013
- Symphonic Financial Advisors 2012 Q3 filed Nov. 6, 2012
- Symphonic Financial Advisors 2012 Q2 filed Aug. 6, 2012
- Symphonic Financial Advisors 2012 Q1 filed April 27, 2012
- Symphonic Financial Advisors 2011 Q4 filed Jan. 26, 2012
- Symphonic Financial Advisors 2011 Q3 filed Nov. 2, 2011
- Symphonic Financial Advisors 2011 Q1 filed May 11, 2011