SFM
Signature Financial Management Portfolio holdings
AUM
$416M
This Quarter Return
+1.51%
1 Year Return
-8.59%
3 Year Return
+20.75%
5 Year Return
+7.93%
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.94%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$25.6M |
| 2 |
iShares US Technology ETF
IYW
|
$18.5M |
| 3 |
Murphy Oil
MUR
|
$14.4M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$13.5M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$12.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 15.01% |
| 2 | Financials | 9.89% |
| 3 | Industrials | 4.35% |
| 4 | Technology | 2.91% |
| 5 | Consumer Staples | 2.81% |
