We are live on ! Find out more
SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.09M
3
+$3.87M
4
CTXS
Citrix Systems Inc
CTXS
+$3.51M
5
STI
SunTrust Banks, Inc.
STI
+$3.33M

Top Sells

1
+$8.33M
2
+$4.59M
3
+$4.25M
4
LM
Legg Mason, Inc.
LM
+$3.94M
5
TRP icon
TC Energy
TRP
+$3.87M

Sector Composition

1 Healthcare 10.4%
2 Technology 10.29%
3 Financials 8.46%
4 Communication Services 5.84%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-3,503
552
– –
-3,940
553
– –
-88
554
– –
-22
555
– –
-4,000
556
– –
-168
557
– –
-100
558
– –
0
559
– –
-1
560
– –
-534
561
– –
-45
562
– –
-200
563
– –
-82
564
– –
-200
565
– –
-41
566
– –
-800
567
– –
-74
568
– –
-136
569
– –
-328
570
– –
-2,529
571
– –
-442
572
– –
-173
573
– –
-1,100
574
– –
-409
575
– –
-185
21 22
23
24 25