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
51
$391K 0.25%
7,203
-174
52
$389K 0.25%
3,180
+160
53
$379K 0.25%
3,929
+94
54
$371K 0.24%
4,099
+80
55
$369K 0.24%
13,464
+2,120
56
$349K 0.23%
2,900
57
$346K 0.22%
3,167
-325
58
$344K 0.22%
3,609
+100
59
$343K 0.22%
15,860
+4,260
60
$336K 0.22%
1,974
-93
61
$330K 0.21%
12,352
+1,584
62
$318K 0.21%
3,036
+115
63
$313K 0.2%
3,336
64
$309K 0.2%
5,540
-215
65
$306K 0.2%
3,726
+564
66
$305K 0.2%
9,584
+2,896
67
$304K 0.2%
7,524
-640
68
$284K 0.18%
+4,092
69
$283K 0.18%
+5,779
70
$278K 0.18%
3,492
+88
71
$277K 0.18%
4,522
72
$270K 0.17%
668
73
$265K 0.17%
5,515
74
$265K 0.17%
5,917
75
$260K 0.17%
3,893
+300
1 2
3
4 5