SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
-2.11%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$556M
AUM Growth
+$18.6M
(+3.5%)
Cap. Flow
+$30.5M
Cap. Flow
% of AUM
5.49%
Top 10 Holdings %
Top 10 Hldgs %
18.23%
Holding
937
New
724
Increased
85
Reduced
101
Closed
1
Top Buys
| 1 |
LM
Legg Mason, Inc.
LM
|
+$5.48M |
| 2 |
Morgan Stanley
MS
|
+$5.24M |
| 3 |
Tyson Foods
TSN
|
+$5.17M |
| 4 |
Vodafone
VOD
|
+$4.46M |
| 5 |
United Therapeutics
UTHR
|
+$4.29M |
Top Sells
| 1 |
Quest Diagnostics
DGX
|
+$7.15M |
| 2 |
Northrop Grumman
NOC
|
+$6.99M |
| 3 |
Voya Financial
VOYA
|
+$6.88M |
| 4 |
NewMarket
NEU
|
+$5.02M |
| 5 |
Lockheed Martin
LMT
|
+$1.45M |
Sector Composition
| 1 | Financials | 13.17% |
| 2 | Technology | 12.12% |
| 3 | Industrials | 7.42% |
| 4 | Healthcare | 6.87% |
| 5 | Communication Services | 5.88% |
