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
$205M
AUM Growth
-$306K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.45M
3
+$7.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$5.66M
5
BAC icon
Bank of America
BAC
+$2.69M

Top Sells

1
+$22.4M
2
+$11.4M
3
+$9.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.3M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.91M

Sector Composition

1 Financials 11.6%
2 Energy 6.79%
3 Consumer Discretionary 6.16%
4 Consumer Staples 4.23%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$627K 0.31%
11,360
+1,270
52
$585K 0.29%
2,830
53
$553K 0.27%
3,958
+4
54
$534K 0.26%
9,868
+1,669
55
$530K 0.26%
4,115
+243
56
$517K 0.25%
3,573
-105
57
$515K 0.25%
16,000
58
$513K 0.25%
5,170
+100
59
$497K 0.24%
17,443
+1,090
60
$474K 0.23%
7,702
-618
61
$444K 0.22%
5,692
+426
62
$439K 0.21%
8,726
+176
63
$437K 0.21%
21,003
+5,000
64
$436K 0.21%
4,261
-425
65
$429K 0.21%
8,147
+539
66
$413K 0.2%
6,555
67
$403K 0.2%
7,309
+627
68
$397K 0.19%
13,371
-6,521
69
$383K 0.19%
7,040
70
$381K 0.19%
6,869
+745
71
$359K 0.18%
3,766
72
$357K 0.17%
6,503
-1,687
73
$355K 0.17%
10,495
+2,338
74
$348K 0.17%
5,554
75
$346K 0.17%
4,326
+379
1 2
3
4 5