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
$247M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$7.97M
3
+$7.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.12M

Top Sells

1
+$19.8M
2
+$1.5M
3
+$1.42M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$868K
5
NSC icon
Norfolk Southern
NSC
+$651K

Sector Composition

1 Energy 7.05%
2 Financials 6.75%
3 Consumer Discretionary 4.14%
4 Industrials 3.68%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$679K 0.28%
6,046
+4,169
52
$651K 0.26%
16,000
53
$587K 0.24%
6,029
54
$585K 0.24%
18,449
+1,000
55
$572K 0.23%
4,088
56
$553K 0.22%
8,768
+361
57
$550K 0.22%
3,742
+431
58
$544K 0.22%
3,573
59
$520K 0.21%
8,762
+17
60
$508K 0.21%
9,816
+439
61
$501K 0.2%
5,391
+221
62
$488K 0.2%
+4,324
63
$485K 0.2%
+8,211
64
$481K 0.2%
15,565
65
$480K 0.19%
7,508
+953
66
$450K 0.18%
8,405
67
$449K 0.18%
8,542
+290
68
$449K 0.18%
4,136
69
$449K 0.18%
+5,158
70
$448K 0.18%
+10,528
71
$447K 0.18%
8,290
+3,154
72
$444K 0.18%
10,620
+700
73
$429K 0.17%
5,676
74
$428K 0.17%
2,996
75
$424K 0.17%
18,418
-1,096
1 2
3
4 5