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
701
$5K ﹤0.01%
53
702
$5K ﹤0.01%
38
703
$5K ﹤0.01%
247
-200
704
$5K ﹤0.01%
111
705
$5K ﹤0.01%
100
706
$5K ﹤0.01%
184
707
$5K ﹤0.01%
200
708
$5K ﹤0.01%
240
-1,443
709
$5K ﹤0.01%
+200
710
$5K ﹤0.01%
+250
711
$5K ﹤0.01%
49
712
$5K ﹤0.01%
29
713
$5K ﹤0.01%
+400
714
$5K ﹤0.01%
31
715
$5K ﹤0.01%
+500
716
0
717
$5K ﹤0.01%
+840
718
$5K ﹤0.01%
150
719
$5K ﹤0.01%
66
720
$4K ﹤0.01%
62
721
$4K ﹤0.01%
76
722
$4K ﹤0.01%
200
723
$4K ﹤0.01%
152
-1,700
724
$4K ﹤0.01%
67
725
$4K ﹤0.01%
218