SFM

Signature Financial Management Portfolio holdings

AUM $416M
1-Year Est. Return 8.59%
This Quarter Est. Return
1 Year Est. Return
-8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.31M
3
+$1.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$736K
5
JPM icon
JPMorgan Chase
JPM
+$719K

Top Sells

1
+$888K
2
+$341K
3
+$285K
4
AKAM icon
Akamai
AKAM
+$263K
5
EBAY icon
eBay
EBAY
+$223K

Sector Composition

1 Energy 13.41%
2 Financials 12.16%
3 Consumer Discretionary 5.61%
4 Industrials 4.98%
5 Technology 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.82%
42,020
27
$1.2M 0.78%
17,743
+10,618
28
$1.15M 0.75%
43,520
+14,280
29
$1.11M 0.72%
11,364
+829
30
$990K 0.64%
22,445
+12,790
31
$975K 0.63%
9,117
-143
32
$926K 0.6%
28,922
33
$833K 0.54%
7,788
34
$820K 0.53%
4
35
$738K 0.48%
5,808
+195
36
$634K 0.41%
16,173
+1,281
37
$602K 0.39%
24,461
+1,460
38
$595K 0.39%
2,869
+459
39
$590K 0.38%
5,157
+1,492
40
$554K 0.36%
7,116
+215
41
$536K 0.35%
9,934
42
$517K 0.33%
16,000
43
$492K 0.32%
3,159
-201
44
$472K 0.31%
10,193
+1,281
45
$470K 0.3%
3,649
+4
46
$466K 0.3%
6,980
+700
47
$444K 0.29%
5,646
48
$434K 0.28%
5,461
+159
49
$423K 0.27%
7,645
+80
50
$404K 0.26%
5,048
+855
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2
3 4 5