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
701
– –
-176
702
– –
-4,000
703
– –
-42
704
– –
-3,800
705
– –
-29,280
706
– –
-211
707
– –
-780
708
– –
-32
709
– –
-1,858
710
– –
-265
711
– –
-61
712
– –
-47
713
– –
-24
714
– –
-200
715
– –
0
716
– –
0
717
– –
-100
718
– –
-2,380
719
– –
-200
720
– –
-1,516
721
– –
-480
722
– –
-187
723
– –
-152
724
– –
-2,691
725
– –
-351
27 28
29
30 31