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
$473M
AUM Growth
-$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$15.5M
3
+$4.19M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.09M
5
MSFT icon
Microsoft
MSFT
+$1.63M

Top Sells

1
+$42.3M
2
+$30M
3
+$1.4M
4
GRC icon
Gorman-Rupp
GRC
+$954K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$933K

Sector Composition

1 Financials 11.03%
2 Technology 4.31%
3 Industrials 3.95%
4 Healthcare 3.85%
5 Energy 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,925
177
– –
-7,680
178
– –
-2,655
179
– –
-29,847
180
– –
-10,000
4 5 6 7
8