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
$312M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$7M
3
+$5.82M
4
MUR icon
Murphy Oil
MUR
+$3.59M
5
IAU icon
iShares Gold Trust
IAU
+$2.56M

Top Sells

1
+$6.36M
2
+$4.72M
3
+$2.28M
4
MHK icon
Mohawk Industries
MHK
+$1.77M
5
FAST icon
Fastenal
FAST
+$1.64M

Sector Composition

1 Financials 11.14%
2 Energy 6.49%
3 Consumer Discretionary 4.02%
4 Communication Services 3.31%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.83%
72,048
-928
27
$2.56M 0.82%
+106,746
28
$2.49M 0.8%
30,351
-1,535
29
$2.48M 0.8%
44,572
+1
30
$2.25M 0.72%
17,202
+1
31
$2.21M 0.71%
53,260
-2,900
32
$1.99M 0.64%
86,114
33
$1.98M 0.63%
50,000
-30,310
34
$1.66M 0.53%
39,160
+340
35
$1.6M 0.51%
1,641
36
$1.47M 0.47%
19,323
-9,371
37
$1.45M 0.46%
30,300
38
$1.42M 0.45%
11,369
+4,268
39
$1.36M 0.43%
18,353
+570
40
$1.31M 0.42%
66,622
+10,606
41
$1.27M 0.41%
47,024
42
$1.26M 0.4%
14,340
+10,860
43
$1.21M 0.39%
+37,901
44
$1.21M 0.39%
29,590
45
$1.08M 0.35%
49,968
+6,641
46
$1.05M 0.34%
11,711
+1,193
47
$1.05M 0.34%
7,348
+506
48
$1.03M 0.33%
28,422
49
$967K 0.31%
22,801
-4,195
50
$949K 0.3%
20,750
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