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
$205M
AUM Growth
-$306K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.45M
3
+$7.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$5.66M
5
BAC icon
Bank of America
BAC
+$2.69M

Top Sells

1
+$22.4M
2
+$11.4M
3
+$9.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.3M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.91M

Sector Composition

1 Financials 11.6%
2 Energy 6.79%
3 Consumer Discretionary 6.16%
4 Consumer Staples 4.23%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$341K 0.17%
2,996
-171
77
$337K 0.16%
4,880
+880
78
$335K 0.16%
3,822
+376
79
$335K 0.16%
5,300
80
$333K 0.16%
3,400
81
$328K 0.16%
5,136
-875
82
$323K 0.16%
2,600
83
$314K 0.15%
10,900
+4,372
84
$313K 0.15%
5,303
+327
85
$309K 0.15%
11,438
+1,153
86
$306K 0.15%
2,956
-280
87
$305K 0.15%
1,872
-102
88
$302K 0.15%
22,377
+2,074
89
$302K 0.15%
2,367
+612
90
$296K 0.14%
2,842
+267
91
$292K 0.14%
4,221
+425
92
$291K 0.14%
4,512
+826
93
$284K 0.14%
9,580
94
$277K 0.14%
8,364
95
$275K 0.13%
19,250
-260
96
$274K 0.13%
6,848
+428
97
$269K 0.13%
2,002
98
$262K 0.13%
3,104
99
$260K 0.13%
4,522
100
$259K 0.13%
2,419
1 2 3
4
5