We are live on ! Find out more
SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
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
+$6.36M
2
+$4.09M
3
+$3.87M
4
CTXS
Citrix Systems Inc
CTXS
+$3.51M
5
STI
SunTrust Banks, Inc.
STI
+$3.33M

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
301
– –
-37
302
– –
-100
303
– –
-232
304
– –
-2,920
305
– –
0
306
– –
-175
307
– –
-2,200
308
– –
-70
309
– –
-73
310
– –
-171
311
– –
-79
312
– –
-10
313
– –
-120
314
– –
-151
315
– –
-92
316
– –
-4,159
317
– –
-3,595
318
– –
-125,985
319
– –
-2,063
320
– –
-2,800
321
– –
-448
322
– –
-2,502
323
– –
-29
324
– –
-5,322
325
– –
-76
11 12
13
14 15