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
$213M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.05M
3
+$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.06M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.01M

Top Sells

1
+$8.06M
2
+$2.94M
3
+$2.6M
4
BAC icon
Bank of America
BAC
+$2.48M
5
CB icon
Chubb
CB
+$1.81M

Sector Composition

1 Energy 8.24%
2 Financials 6.09%
3 Consumer Discretionary 5.1%
4 Consumer Staples 4.21%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.26%
2,595
-235
52
$529K 0.25%
16,000
53
$523K 0.25%
9,377
-491
54
$519K 0.24%
3,573
55
$506K 0.24%
5,170
56
$501K 0.24%
17,449
+6
57
$486K 0.23%
3,311
-647
58
$480K 0.23%
8,745
+19
59
$465K 0.22%
15,565
-23,605
60
$454K 0.21%
8,252
+550
61
$438K 0.21%
4,136
-125
62
$437K 0.21%
5,676
-16
63
$437K 0.21%
13,387
+16
64
$436K 0.2%
8,405
+258
65
$423K 0.2%
6,555
66
$416K 0.2%
19,514
-1,489
67
$394K 0.18%
7,259
-50
68
$384K 0.18%
6,869
69
$384K 0.18%
4,540
-340
70
$382K 0.18%
4,726
+400
71
$378K 0.18%
2,996
72
$377K 0.18%
5,300
73
$376K 0.18%
5,136
74
$367K 0.17%
7,040
75
$361K 0.17%
9,120
-1,375
1 2
3
4 5