SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,475
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.96M
3 +$1.94M
4
ADBE icon
Adobe
ADBE
+$1.9M
5
MOH icon
Molina Healthcare
MOH
+$1.89M

Top Sells

1 +$3.86M
2 +$3.41M
3 +$2.5M
4
PYPL icon
PayPal
PYPL
+$1.22M
5
URI icon
United Rentals
URI
+$1.05M

Sector Composition

1 Technology 13.25%
2 Healthcare 7%
3 Financials 6.01%
4 Industrials 5.11%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-76
502
-116
503
-24
504
-6
505
-300
506
-150
507
-624
508
-2,000
509
-20
510
-1,161
511
-340
512
-193
513
-675
514
-404
515
-802
516
-7
517
-430
518
-524
519
-425
520
-1,815
521
-2,630
522
-404
523
-181
524
-88
525
-1,100