SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
-12.36%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$459M
AUM Growth
-$112M
(-20%)
Cap. Flow
-$42M
Cap. Flow
% of AUM
-9.16%
Top 10 Holdings %
Top 10 Hldgs %
18.93%
Holding
971
New
8
Increased
76
Reduced
108
Closed
719
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$6.4M |
| 2 |
Marathon Petroleum
MPC
|
+$3.54M |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
+$3.41M |
| 4 |
AGN
Allergan plc
AGN
|
+$3.15M |
| 5 |
STI
SunTrust Banks, Inc.
STI
|
+$2.8M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
+$8.33M |
| 2 |
United Therapeutics
UTHR
|
+$4.59M |
| 3 |
NFX
Newfield Exploration
NFX
|
+$4.25M |
| 4 |
LM
Legg Mason, Inc.
LM
|
+$3.94M |
| 5 |
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% |