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
$785M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.65M
3
+$2.65M
4
AMT icon
American Tower
AMT
+$1.6M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.47M

Top Sells

1
+$9.78M
2
+$3.46M
3
+$2.1M
4
OLN icon
Olin
OLN
+$1.56M
5
CSCO icon
Cisco
CSCO
+$1.25M

Sector Composition

1 Technology 14.98%
2 Healthcare 5.89%
3 Financials 5.6%
4 Industrials 4.01%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.99M 1.02%
159,011
+29,275
27
$7.77M 0.99%
188,182
+8,736
28
$7.35M 0.94%
42,131
-185
29
$6.43M 0.82%
69,034
-3,021
30
$6.32M 0.81%
53,286
+12,226
31
$6.03M 0.77%
32,379
-359
32
$6.02M 0.77%
132,921
+154
33
$5.75M 0.73%
56,766
-2,192
34
$5.66M 0.72%
53,286
-2,017
35
$5.59M 0.71%
16,198
-978
36
$5.53M 0.7%
43,852
+318
37
$5.36M 0.68%
173,983
-3,265
38
$5.36M 0.68%
28,216
-579
39
$5.17M 0.66%
170,760
+7,209
40
$5.15M 0.66%
183,029
+4,379
41
$5.13M 0.65%
43,260
+774
42
$4.96M 0.63%
124,904
-407
43
$4.93M 0.63%
83,589
-1,740
44
$4.86M 0.62%
5,479
+70
45
$4.74M 0.6%
63,887
-610
46
$4.72M 0.6%
8,175
-54
47
$4.67M 0.6%
160,804
+283
48
$4.67M 0.6%
92,433
+3,149
49
$4.62M 0.59%
15,505
+99
50
$4.58M 0.58%
134,551
+369
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