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
$785M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.65M
3
+$2.65M
4
AMT icon
American Tower
AMT
+$1.6M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.47M

Top Sells

1
+$9.78M
2
+$3.46M
3
+$2.1M
4
OLN icon
Olin
OLN
+$1.56M
5
CSCO icon
Cisco
CSCO
+$1.25M

Sector Composition

1 Technology 14.98%
2 Healthcare 5.89%
3 Financials 5.6%
4 Industrials 4.01%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$231K 0.03%
6,280
-42
252
$223K 0.03%
+917
253
$222K 0.03%
4,205
-253
254
$222K 0.03%
+1,301
255
$220K 0.03%
+762
256
$218K 0.03%
4,539
-321
257
$216K 0.03%
+8,065
258
$210K 0.03%
+5,775
259
$210K 0.03%
+1,922
260
$206K 0.03%
+1,695
261
$204K 0.03%
3,015
-957
262
$204K 0.03%
2,523
-32
263
$203K 0.03%
2,115
+7
264
$203K 0.03%
+3,430
265
$203K 0.03%
1,400
266
$46.8K 0.01%
10,000
267
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268
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269
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270
– –
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271
– –
-3,954
272
– –
-2,562
273
– –
-4,191
274
– –
-5,463
275
– –
-32,986
8 9 10
11
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