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
$163M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$7.16M
3
+$6.19M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.78M

Top Sells

1
+$2.48M
2
+$1.79M
3
+$736K
4
VDE icon
Vanguard Energy ETF
VDE
+$566K
5
MSFT icon
Microsoft
MSFT
+$551K

Sector Composition

1 Financials 13.99%
2 Energy 8.73%
3 Consumer Discretionary 5.26%
4 Consumer Staples 4.67%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.87%
1,758
-65
27
$1.3M 0.8%
24,856
-2,195
28
$1.27M 0.78%
45,996
-89,988
29
$1.26M 0.77%
40,420
-3,100
30
$1.15M 0.71%
28,678
+12,505
31
$1.07M 0.66%
39,170
-2,850
32
$1.07M 0.66%
11,450
+86
33
$1.04M 0.64%
17,058
-685
34
$980K 0.6%
28,422
-500
35
$971K 0.6%
8,016
+2,208
36
$916K 0.56%
48,568
+35,556
37
$847K 0.52%
28,501
+18,917
38
$781K 0.48%
4
39
$721K 0.44%
10,034
+2,918
40
$671K 0.41%
6,809
+3,200
41
$559K 0.34%
4,037
+878
42
$548K 0.34%
8,924
-1,010
43
$545K 0.34%
2,830
-39
44
$531K 0.33%
5,197
+40
45
$528K 0.32%
21,496
+9,144
46
$488K 0.3%
4,105
+456
47
$450K 0.28%
4,776
+1,440
48
$446K 0.27%
7,533
+553
49
$444K 0.27%
10,015
-12,430
50
$437K 0.27%
10,000
-193
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2
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