SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.58M
3
+$5.51M
4
GM icon
General Motors
GM
+$5.27M
5
UNM icon
Unum
UNM
+$4.34M

Top Sells

1
+$8.22M
2
+$6.87M
3
+$5.87M
4
LAZ icon
Lazard
LAZ
+$5.75M
5
ROST icon
Ross Stores
ROST
+$4.93M

Sector Composition

1 Financials 12.22%
2 Technology 12.21%
3 Healthcare 10.1%
4 Consumer Discretionary 6.59%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.86%
148,798
-19,291
52
$3.71M 0.86%
107,155
-17,664
53
$3.67M 0.85%
34,855
+76
54
$3.48M 0.81%
54,962
-49,304
55
$3.33M 0.77%
30,318
+2,279
56
$3.03M 0.7%
57,271
+13,951
57
$2.61M 0.61%
30,736
+7,770
58
$2.52M 0.58%
29,512
-3,093
59
$2.44M 0.57%
74,938
-5,333
60
$2.35M 0.54%
52,300
+7,235
61
$2.31M 0.54%
39,812
-2,252
62
$2.25M 0.52%
56,447
+15,411
63
$2.05M 0.48%
25,319
+4,776
64
$1.89M 0.44%
18,800
-3,437
65
$1.86M 0.43%
55,586
-2,535
66
$1.65M 0.38%
13,570
-3,407
67
$1.6M 0.37%
28,618
+2,177
68
$1.59M 0.37%
55,502
-8,152
69
$1.43M 0.33%
29,644
+1,421
70
$1.4M 0.32%
10,042
+7,216
71
$1.33M 0.31%
8,798
+984
72
$1.25M 0.29%
60,416
+5,458
73
$1.23M 0.29%
8,091
+2,707
74
$1.16M 0.27%
9,039
+995
75
$1.15M 0.27%
7,842
+2,619
1 2
3
4 5