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
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$25.6M
2 +$18.5M
3 +$14.4M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$13.5M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.01%
2 Financials 9.89%
3 Industrials 4.35%
4 Technology 2.91%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$10K 0.01%
+140
77
$9K 0.01%
+143
78
$9K 0.01%
+346
79
$7K ﹤0.01%
+220
80
$3K ﹤0.01%
+200
81
$2K ﹤0.01%
+20
82
$0 ﹤0.01%
+11,220