SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.47M
3
+$4.4M
4
CELG
Celgene Corp
CELG
+$3.83M
5
FCX icon
Freeport-McMoran
FCX
+$3.37M

Top Sells

1
+$6.76M
2
+$5.46M
3
+$3.68M
4
DOX icon
Amdocs
DOX
+$3.57M
5
MAS icon
Masco
MAS
+$2.51M

Sector Composition

1 Financials 16.15%
2 Technology 9.3%
3 Industrials 8.25%
4 Healthcare 7.69%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.4M 1.29%
137,579
-5,675
27
$5.22M 1.25%
66,211
-16,129
28
$5.2M 1.24%
49,278
-3,489
29
$5.2M 1.24%
+289,098
30
$5.16M 1.23%
45,556
+912
31
$5.15M 1.23%
71,462
-4,764
32
$5.08M 1.22%
77,479
-5,349
33
$5.02M 1.2%
21,595
-1,265
34
$4.92M 1.18%
40,706
+3,843
35
$4.9M 1.17%
223,355
-8,010
36
$4.84M 1.16%
29,009
-2,049
37
$4.82M 1.15%
58,043
-20,791
38
$4.8M 1.15%
40,069
-2,529
39
$4.74M 1.13%
26,070
-2,503
40
$4.62M 1.11%
102,296
-4,297
41
$4.47M 1.07%
+94,188
42
$4.45M 1.06%
50,958
-7,954
43
$4.4M 1.05%
+49,535
44
$4.4M 1.05%
75,479
-61,289
45
$4.31M 1.03%
46,378
+11,492
46
$4.12M 0.99%
55,640
-4,703
47
$4.09M 0.98%
28,465
-3,859
48
$4.08M 0.98%
72,884
-7,395
49
$3.83M 0.92%
+33,042
50
$3.61M 0.86%
48,341
-3,825
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