Symphonic Financial Advisors as of Sept. 30, 2011
Portfolio Holdings for Symphonic Financial Advisors
Symphonic Financial Advisors holds 6 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Rochdale Invt Tr Div & Inch Pt | 84.7 | $13M | 511k | 25.89 | |
Rochdale Invt Tr Mid/sml Value | 6.0 | $942k | 40k | 23.80 | |
Rochdale Invt Tr Mid/sml Growt | 5.8 | $913k | 44k | 20.60 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 2.4 | $367k | 4.2k | 87.72 | |
Buffalo Fds Mid Cap Fund | 1.0 | $152k | 11k | 14.44 | |
Armanino Foods Of Distinction (AMNF) | 0.1 | $18k | 22k | 0.81 |