SFM

Signature Financial Management Portfolio holdings

AUM $416M
1-Year Est. Return 8.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$8.12M
3
+$7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.98M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.13M

Top Sells

1
+$19.8M
2
+$1.5M
3
+$1.4M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$868K
5
MUSA icon
Murphy USA
MUSA
+$618K

Sector Composition

1 Financials 7.5%
2 Energy 7.05%
3 Consumer Discretionary 4.14%
4 Industrials 3.68%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$174K 0.07%
11,192
127
– –
-4
128
– –
-511,650
129
– –
-4,812
130
– –
-7,617
131
– –
-3,101
132
– –
-3,680
2 3 4 5
6