Symphonic Financial Advisors as of Dec. 31, 2011
Portfolio Holdings for Symphonic Financial Advisors
Symphonic Financial Advisors holds 4 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Rochdale Invt Tr Div & Inch Pt | 96.8 | $15M | 542k | 28.06 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 2.5 | $391k | 4.5k | 86.91 | |
Royce Fd 100 Fd Svc Cl | 0.7 | $104k | 12k | 8.64 | |
Armanino Foods Of Distinction (AMNF) | 0.1 | $17k | 22k | 0.76 |