SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
+$1.63M
2
+$1.54M
3
+$1.42M
4
SPG icon
Simon Property Group
SPG
+$1.33M
5
CRM icon
Salesforce
CRM
+$1.28M

Top Sells

1
+$4.06M
2
+$1.6M
3
+$1.52M
4
ACN icon
Accenture
ACN
+$1.17M
5
HSY icon
Hershey
HSY
+$901K

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
251
$234K 0.04%
6,468
252
$232K 0.03%
4,544
-139
253
$231K 0.03%
+4,740
254
$230K 0.03%
11,854
-2,040
255
$227K 0.03%
2,438
-52,173
256
$220K 0.03%
2,608
-76
257
$220K 0.03%
+5,630
258
$216K 0.03%
+3,621
259
$216K 0.03%
4,877
-61
260
$215K 0.03%
11,278
-1,933
261
$211K 0.03%
+3,302
262
$202K 0.03%
+1,236
263
$202K 0.03%
+4,711
264
$202K 0.03%
2,206
-78
265
$196K 0.03%
11,286
+52
266
$130K 0.02%
14,913
-3,677
267
$24K ﹤0.01%
10,000
268
– –
-7,659
269
– –
-23,032
270
– –
-4,263
271
– –
-8,360
272
– –
-21,288
273
– –
-15,929
274
– –
-9,565
275
– –
-13,280
8 9 10
11
12