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
51
$436K 0.27%
16,000
52
$417K 0.26%
5,646
53
$394K 0.24%
8,339
+1,136
54
$392K 0.24%
3,380
+200
55
$369K 0.23%
10,374
+2,850
56
$363K 0.22%
13,848
+384
57
$346K 0.21%
17,152
-7,309
58
$333K 0.2%
7,565
-80
59
$327K 0.2%
3,167
60
$323K 0.2%
5,916
+137
61
$317K 0.19%
3,979
-1,069
62
$316K 0.19%
+23,942
63
$312K 0.19%
3,236
+200
64
$311K 0.19%
4,019
-80
65
$309K 0.19%
2,900
66
$308K 0.19%
3,896
-33
67
$307K 0.19%
3,408
+1,301
68
$300K 0.18%
5,380
+1,288
69
$297K 0.18%
5,300
-240
70
$295K 0.18%
+3,304
71
$285K 0.18%
5,237
+1,960
72
$284K 0.17%
1,974
73
$278K 0.17%
9,009
-700
74
$272K 0.17%
3,893
75
$270K 0.17%
3,404
-88
1 2
3
4 5