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
$488M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.13M
3
+$5.56M
4
DFS
Discover Financial Services
DFS
+$5.09M
5
CBRL icon
Cracker Barrel
CBRL
+$5.06M

Top Sells

1
+$6.44M
2
+$6.33M
3
+$5.99M
4
CMI icon
Cummins
CMI
+$5.24M
5
MDVN
MEDIVATION, INC.
MDVN
+$3.8M

Sector Composition

1 Technology 14.68%
2 Financials 14.05%
3 Healthcare 10.19%
4 Consumer Discretionary 9.22%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.47M 0.71%
31,650
+16,360
52
$3.37M 0.69%
72,468
+5,871
53
$3.23M 0.66%
88,439
+3,664
54
$3.02M 0.62%
28,025
+68
55
$2.9M 0.59%
59,491
+739
56
$2.77M 0.57%
27,894
+3,557
57
$2.58M 0.53%
46,816
+1,686
58
$2.55M 0.52%
33,946
-4,870
59
$2.38M 0.49%
93,001
+77,691
60
$2.35M 0.48%
19,527
+8,333
61
$2.17M 0.45%
75,738
-16,194
62
$2.13M 0.44%
26,760
-43,182
63
$2.12M 0.43%
41,356
+3,646
64
$1.93M 0.4%
22,918
-178
65
$1.89M 0.39%
38,519
+5,320
66
$1.78M 0.37%
128,037
+11,001
67
$1.78M 0.36%
68,317
-3,248
68
$1.68M 0.34%
21,492
-4,118
69
$1.53M 0.31%
14,938
+2,636
70
$1.51M 0.31%
38,941
+2,035
71
$1.47M 0.3%
48,003
+6,668
72
$1.36M 0.28%
27,323
+3,326
73
$1.25M 0.26%
22,519
+1,425
74
$1.21M 0.25%
8,070
+1,952
75
$1.06M 0.22%
+13,595
1 2
3
4 5