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
651
– –
-6,990
652
– –
-47
653
– –
-73
654
– –
-131
655
– –
-977
656
– –
-1,900
657
– –
-246
658
– –
-100
659
– –
-2
660
– –
-944
661
– –
-603
662
– –
-124
663
– –
-1,030
664
– –
-549
665
– –
-2,407
666
– –
-20
667
– –
-201
668
– –
-65
669
– –
-364
670
– –
-1,500
671
– –
-115
672
– –
-866
673
– –
-270
674
– –
-119
675
– –
-36
25 26
27
28 29