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
$567M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.97M
3
+$4.84M
4
TPH icon
Tri Pointe Homes
TPH
+$4.62M
5
LLY icon
Eli Lilly
LLY
+$3.9M

Top Sells

1
+$7.21M
2
+$6.01M
3
+$4.57M
4
RDN icon
Radian Group
RDN
+$4.55M
5
CELG
Celgene Corp
CELG
+$2.45M

Sector Composition

1 Financials 11.67%
2 Technology 10.86%
3 Healthcare 8%
4 Communication Services 7.4%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$196K 0.03%
7,568
227
$196K 0.03%
7,050
+585
228
$194K 0.03%
+2,686
229
$192K 0.03%
4,895
-438
230
$187K 0.03%
901
+900
231
$183K 0.03%
1,356
-82
232
$182K 0.03%
+3,240
233
$180K 0.03%
6,093
234
$178K 0.03%
1,430
+382
235
$176K 0.03%
2,460
+633
236
$175K 0.03%
2,245
237
$175K 0.03%
1,514
-391
238
$171K 0.03%
4,881
-1,619
239
$164K 0.03%
27,640
+27,120
240
$160K 0.03%
+2,063
241
$160K 0.03%
3,042
-194
242
$160K 0.03%
974
-9,461
243
$159K 0.03%
3,066
-124
244
$157K 0.03%
1,939
+321
245
$157K 0.03%
7,573
+824
246
$156K 0.03%
5,653
+4
247
$156K 0.03%
15,000
248
$155K 0.03%
2,380
-415
249
$154K 0.03%
5,003
+2,644
250
$153K 0.03%
+5,079
8 9
10
11 12