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
$424M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.38M
3
+$2.7M
4
INGR icon
Ingredion
INGR
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.3M

Top Sells

1
+$12.5M
2
+$3.93M
3
+$3.49M
4
CBRL icon
Cracker Barrel
CBRL
+$2.76M
5
CDK
CDK Global, Inc.
CDK
+$2.38M

Sector Composition

1 Technology 12.23%
2 Healthcare 8.16%
3 Financials 6.05%
4 Communication Services 4.6%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 0.94%
25,312
-3,384
27
$3.88M 0.91%
16,832
-1,843
28
$3.86M 0.91%
26,224
+93
29
$3.81M 0.9%
107,647
-1,774
30
$3.76M 0.89%
148,395
+20,643
31
$3.76M 0.89%
121,619
-127,165
32
$3.64M 0.86%
42,006
-6,321
33
$3.5M 0.82%
36,893
-1,935
34
$3.47M 0.82%
42,788
-12,242
35
$3.38M 0.8%
28,640
+19,480
36
$3.35M 0.79%
22,794
-3,363
37
$3.32M 0.78%
11,537
-387
38
$3.24M 0.76%
26,784
-297
39
$3.21M 0.76%
29,144
-4,454
40
$3.18M 0.75%
32,556
-2,428
41
$3.12M 0.73%
9,578
-1,221
42
$3.01M 0.71%
69,278
-5,333
43
$2.96M 0.7%
68,552
+13,997
44
$2.93M 0.69%
38,838
+2,083
45
$2.93M 0.69%
15,572
-2,350
46
$2.92M 0.69%
27,798
-2,752
47
$2.91M 0.69%
16,237
-869
48
$2.87M 0.68%
19,278
-897
49
$2.83M 0.67%
73,597
-7,743
50
$2.81M 0.66%
77,488
-2,395
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