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
$668M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.57M
4
SPG icon
Simon Property Group
SPG
+$1.57M
5
CRM icon
Salesforce
CRM
+$1.49M

Top Sells

1
+$4.86M
2
+$1.6M
3
+$1.52M
4
ACN icon
Accenture
ACN
+$1.28M
5
VRNT
Verint Systems
VRNT
+$890K

Sector Composition

1 Technology 14.03%
2 Financials 5.74%
3 Healthcare 5.53%
4 Industrials 3.96%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.1M 0.91%
10,467
+52
27
$5.7M 0.85%
61,170
-337
28
$5.63M 0.84%
193,196
-846
29
$5.61M 0.84%
164,943
+7,912
30
$5.54M 0.83%
15,642
+74
31
$5.49M 0.82%
52,061
-853
32
$5.28M 0.79%
149,113
+9,758
33
$5.19M 0.78%
89,000
-3,228
34
$5.16M 0.77%
43,671
-223
35
$5.07M 0.76%
30,686
-301
36
$4.79M 0.72%
17,691
-1,510
37
$4.77M 0.71%
31,392
+8
38
$4.68M 0.7%
138,928
-5,904
39
$4.65M 0.7%
131,317
-741
40
$4.58M 0.69%
9,586
-143
41
$4.52M 0.68%
102,971
+7
42
$4.41M 0.66%
172,682
+269
43
$4.32M 0.65%
72,805
-6,069
44
$4.22M 0.63%
84,417
-1,181
45
$4.15M 0.62%
21,564
+2,406
46
$4.12M 0.62%
58,515
-2,998
47
$4.09M 0.61%
80,659
-805
48
$3.99M 0.6%
22,162
-478
49
$3.97M 0.59%
18,399
-41
50
$3.96M 0.59%
23,598
-2,292
1
2
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