SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.13M
3
+$5.56M
4
DFS
Discover Financial Services
DFS
+$5.09M
5
CBRL icon
Cracker Barrel
CBRL
+$5.06M

Top Sells

1
+$6.44M
2
+$6.33M
3
+$5.99M
4
CMI icon
Cummins
CMI
+$5.24M
5
MDVN
MEDIVATION, INC.
MDVN
+$3.8M

Sector Composition

1 Technology 14.68%
2 Financials 14.05%
3 Healthcare 10.19%
4 Consumer Discretionary 9.22%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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229
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230
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231
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232
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-10,102
233
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-16,534
234
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235
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-247,870
236
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-89,451
237
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-15,000
6 7 8 9
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