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
$567M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1 +$6.16M
2 +$4.97M
3 +$4.84M
4
TPH icon
Tri Pointe Homes
TPH
+$4.62M
5
LLY icon
Eli Lilly
LLY
+$3.9M

Top Sells

1 +$7.21M
2 +$6.01M
3 +$4.57M
4
RDN icon
Radian Group
RDN
+$4.55M
5
CELG
Celgene Corp
CELG
+$2.45M

Sector Composition

1 Financials 11.67%
2 Technology 10.86%
3 Healthcare 8%
4 Communication Services 7.4%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$12K ﹤0.01%
1,730
602
$12K ﹤0.01%
+650
603
$12K ﹤0.01%
40
-20
604
$11K ﹤0.01%
200
605
$11K ﹤0.01%
80
606
$11K ﹤0.01%
1,160
+11
607
$11K ﹤0.01%
645
608
$11K ﹤0.01%
260
609
$11K ﹤0.01%
455
-120
610
$11K ﹤0.01%
254
611
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220
612
$11K ﹤0.01%
780
-156
613
$11K ﹤0.01%
558
-126
614
$11K ﹤0.01%
+805
615
$10K ﹤0.01%
252
616
$10K ﹤0.01%
+209
617
$10K ﹤0.01%
123
618
$10K ﹤0.01%
280
+37
619
$10K ﹤0.01%
390
+316
620
$10K ﹤0.01%
+168
621
$10K ﹤0.01%
358
+6
622
$10K ﹤0.01%
+200
623
$10K ﹤0.01%
+203
624
$10K ﹤0.01%
+500
625
$10K ﹤0.01%
100