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
$247M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$7.97M
3 +$7.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.12M

Top Sells

1 +$19.8M
2 +$1.5M
3 +$1.42M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$868K
5
NSC icon
Norfolk Southern
NSC
+$651K

Sector Composition

1 Energy 7.05%
2 Financials 6.75%
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