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
$113M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.36M
3
+$1.25M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$762K
5
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$245K

Top Sells

1
+$15.5M
2
+$13.5M
3
+$9.71M
4
MUR icon
Murphy Oil
MUR
+$2.45M
5
AAPL icon
Apple
AAPL
+$1.45M

Sector Composition

1 Energy 18.63%
2 Financials 13.15%
3 Industrials 6.09%
4 Consumer Staples 3.77%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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87
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88
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-13,032
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