Long-term investor
Symphony Financial, Ltd. Co. @symphonyfinancialltdco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800687).
Record
- Tracked since 2025-06-30 (434 days), 212 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +9.0% · 1 year +16.8% · all +16.8%
- Max drawdown -3.0% · Sharpe 1.01 · win rate 5% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTM · 4.9% · long · since 2025-06-30
- NVDA · 4.3% · long · since 2025-06-30
- SPYG · 3.6% · long · since 2025-06-30
- AVDE · 3.3% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- SPY · 2.5% · long · since 2025-06-30
- PULS · 2.4% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- SPYV · 2.0% · long · since 2025-06-30
- AVUV · 1.9% · long · since 2025-06-30
- SPIB · 1.9% · long · since 2025-06-30