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
$668M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.57M
4
SPG icon
Simon Property Group
SPG
+$1.57M
5
CRM icon
Salesforce
CRM
+$1.49M

Top Sells

1
+$4.86M
2
+$1.6M
3
+$1.52M
4
ACN icon
Accenture
ACN
+$1.28M
5
VRNT
Verint Systems
VRNT
+$890K

Sector Composition

1 Technology 14.03%
2 Financials 5.74%
3 Healthcare 5.53%
4 Industrials 3.96%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.04%
4,003
-144
227
$294K 0.04%
5,127
-135
228
$291K 0.04%
19,021
-4,014
229
$290K 0.04%
1,248
-86
230
$288K 0.04%
3,652
+62
231
$286K 0.04%
5,218
-1,325
232
$284K 0.04%
1,146
-43
233
$282K 0.04%
4,247
-27
234
$278K 0.04%
1,866
+5
235
$276K 0.04%
2,108
-531
236
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+5,414
237
$267K 0.04%
+5,090
238
$265K 0.04%
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-130
239
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2,512
+6
240
$265K 0.04%
7,638
-1,507
241
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6,265
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243
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496
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244
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245
$246K 0.04%
5,401
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246
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2,963
-417
247
$242K 0.04%
+6,943
248
$241K 0.04%
2,669
-50
249
$238K 0.04%
+5,827
250
$238K 0.04%
3,094
-1,195
8 9
10
11 12