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
$155M
AUM Growth
-$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.31M
3
+$1.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$736K
5
JPM icon
JPMorgan Chase
JPM
+$719K

Top Sells

1
+$888K
2
+$341K
3
+$285K
4
AKAM icon
Akamai
AKAM
+$263K
5
EBAY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.16%
2,877
77
$249K 0.16%
+1,536
78
$235K 0.15%
5,726
-1,285
79
$235K 0.15%
9,709
-776
80
$234K 0.15%
4,410
-280
81
$231K 0.15%
7,426
82
$227K 0.15%
3,060
83
$227K 0.15%
3,120
84
$226K 0.15%
+5,320
85
$224K 0.14%
+3,794
86
$222K 0.14%
2,850
87
$221K 0.14%
+3,277
88
$221K 0.14%
+4,497
89
$221K 0.14%
5,978
90
$214K 0.14%
2,120
91
$212K 0.14%
13,012
92
$208K 0.13%
1,178
93
$204K 0.13%
+2,100
94
$204K 0.13%
+2,107
95
$204K 0.13%
+4,780
96
$200K 0.13%
+2,345
97
$192K 0.12%
12,826
+202
98
$132K 0.09%
+858
99
$104K 0.07%
519
100
$32K 0.02%
+11,900
1 2 3
4
5