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
101
– –
-4,000
102
– –
-3,704
103
– –
-9,197
104
– –
-2,984
105
– –
-15,752
106
– –
-3,943
107
– –
-4,372
1 2 3 4
5