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
$459M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.54M
3
+$3.4M
4
AGN
Allergan plc
AGN
+$3.15M
5
STI
SunTrust Banks, Inc.
STI
+$2.8M

Top Sells

1
+$8.33M
2
+$4.59M
3
+$4.25M
4
LM
Legg Mason, Inc.
LM
+$3.94M
5
TRP icon
TC Energy
TRP
+$3.87M

Sector Composition

1 Healthcare 10.4%
2 Technology 10.29%
3 Financials 8.46%
4 Communication Services 5.84%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60K 0.01%
1,050
227
$56K 0.01%
12,000
228
$46K 0.01%
17,116
229
$33K 0.01%
2,460
230
$25K 0.01%
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