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
$418M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.47M
3
+$4.4M
4
CELG
Celgene Corp
CELG
+$3.83M
5
FCX icon
Freeport-McMoran
FCX
+$3.37M

Top Sells

1
+$6.76M
2
+$5.46M
3
+$3.68M
4
DOX icon
Amdocs
DOX
+$3.57M
5
MAS icon
Masco
MAS
+$2.51M

Sector Composition

1 Financials 16.15%
2 Technology 9.3%
3 Industrials 8.25%
4 Healthcare 7.69%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.61M 0.86%
68,755
+7,956
52
$3.48M 0.83%
100,764
-8,501
53
$3.46M 0.83%
15,362
-529
54
$3.37M 0.81%
+255,490
55
$3.28M 0.78%
30,818
-240
56
$3.28M 0.78%
133,404
-10,559
57
$2.88M 0.69%
90,664
-9,918
58
$2.55M 0.61%
37,034
-706
59
$2.3M 0.55%
48,064
-14,440
60
$2.23M 0.53%
69,534
-9,613
61
$2.21M 0.53%
9,905
-9,549
62
$2.07M 0.5%
23,375
-2,148
63
$2.01M 0.48%
53,936
-13,020
64
$1.94M 0.46%
30,307
+6,757
65
$1.93M 0.46%
16,225
+3,641
66
$1.83M 0.44%
59,227
-2,720
67
$1.78M 0.43%
16,977
-854
68
$1.75M 0.42%
15,179
-1,287
69
$1.65M 0.4%
30,976
-313
70
$1.56M 0.37%
11,635
-20
71
$1.45M 0.35%
29,167
+1,747
72
$1.44M 0.35%
12,336
+79
73
$1.44M 0.34%
29,445
+3,697
74
$1.43M 0.34%
3,346
-470
75
$1.42M 0.34%
9,493
+89
1 2
3
4 5