SFM
Signature Financial Management Portfolio holdings
AUM
$416M
1-Year Return
8.59%
This Quarter Return
-4.9%
1 Year Return
-8.59%
3 Year Return
+20.75%
5 Year Return
+7.93%
10 Year Return
–
AUM
$155M
AUM Growth
-$528K
(-0.34%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
58.46%
Holding
107
New
13
Increased
43
Reduced
16
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$1.98M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.31M |
| 3 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$1.2M |
| 4 |
Schwab International Equity ETF
SCHF
|
$736K |
| 5 |
JPMorgan Chase
JPM
|
$719K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$888K |
| 2 |
Norfolk Southern
NSC
|
$341K |
| 3 |
NCR Voyix
VYX
|
$285K |
| 4 |
Akamai
AKAM
|
$263K |
| 5 |
eBay
EBAY
|
$223K |
Sector Composition
| 1 | Energy | 13.41% |
| 2 | Financials | 12.16% |
| 3 | Consumer Discretionary | 5.61% |
| 4 | Industrials | 4.98% |
| 5 | Technology | 4.43% |
