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
576
-895
577
-127
578
-129
579
-47
580
-201
581
-2,463
582
-310
583
-130
584
-85
585
-702
586
-6
587
-35
588
-55
589
-67
590
-201
591
-315
592
-21
593
-405
594
-3,800
595
-60
596
-675
597
-908
598
-426
599
-433
600
-131