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
$213M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.05M
3
+$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.06M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.01M

Top Sells

1
+$8.06M
2
+$2.94M
3
+$2.6M
4
BAC icon
Bank of America
BAC
+$2.48M
5
CB icon
Chubb
CB
+$1.81M

Sector Composition

1 Energy 8.24%
2 Financials 6.09%
3 Consumer Discretionary 5.1%
4 Consumer Staples 4.21%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.17%
5,571
-932
77
$354K 0.17%
9,920
+340
78
$346K 0.16%
7,617
+769
79
$343K 0.16%
2,600
80
$330K 0.15%
9,255
+891
81
$327K 0.15%
4,512
82
$325K 0.15%
3,391
+435
83
$317K 0.15%
3,016
-750
84
$317K 0.15%
2,842
85
$305K 0.14%
3,822
86
$305K 0.14%
+3,654
87
$295K 0.14%
2,524
+350
88
$294K 0.14%
+6,052
89
$289K 0.14%
10,900
90
$284K 0.13%
1,872
91
$284K 0.13%
19,250
92
$282K 0.13%
22,377
93
$282K 0.13%
3,101
+734
94
$277K 0.13%
4,471
95
$273K 0.13%
11,438
96
$269K 0.13%
4,221
97
$268K 0.13%
2,419
98
$267K 0.13%
4,522
99
$260K 0.12%
+7,937
100
$259K 0.12%
4,000
1 2 3
4
5