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
$481M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$15.4M
3
+$7.07M
4
MSFT icon
Microsoft
MSFT
+$6.74M
5
PCH icon
PotlatchDeltic
PCH
+$3.6M

Top Sells

1
+$2.45M
2
+$1.91M
3
+$897K
4
MUR icon
Murphy Oil
MUR
+$682K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$656K

Sector Composition

1 Financials 10.31%
2 Industrials 4.27%
3 Healthcare 3.64%
4 Technology 2.93%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$363K 0.08%
12,643
+1,000
102
$355K 0.07%
+547
103
$354K 0.07%
+7,806
104
$352K 0.07%
+4,121
105
$350K 0.07%
4,522
106
$350K 0.07%
+1,640
107
$345K 0.07%
5,762
-50
108
$344K 0.07%
11,516
109
$341K 0.07%
1,421
-373
110
$331K 0.07%
2,145
+6
111
$326K 0.07%
+2,173
112
$324K 0.07%
3,252
+5
113
$324K 0.07%
2,203
+6
114
$323K 0.07%
+3,102
115
$321K 0.07%
1,805
116
$311K 0.06%
49,800
+24,800
117
$309K 0.06%
+1,780
118
$304K 0.06%
+10,000
119
$302K 0.06%
2,209
-339
120
$301K 0.06%
+6,945
121
$292K 0.06%
+10,654
122
$288K 0.06%
+2,772
123
$287K 0.06%
+1,832
124
$286K 0.06%
+2,945
125
$286K 0.06%
2,600
-250
3 4
5
6 7