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
$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
51
$4.4M 0.78%
28,164
+4
52
$4.35M 0.77%
100,703
-2,848
53
$4.21M 0.74%
37,173
-1,043
54
$4.17M 0.74%
48,512
-187
55
$4.07M 0.72%
63,185
+2,528
56
$4.05M 0.72%
47,525
+45,711
57
$4.02M 0.71%
135,536
+42,194
58
$3.98M 0.7%
163,575
+3,121
59
$3.83M 0.68%
14,019
+1,654
60
$3.76M 0.66%
107,138
+37,544
61
$3.72M 0.66%
82,608
+1,994
62
$3.68M 0.65%
33,327
-1,677
63
$3.44M 0.61%
66,498
-5,816
64
$3.43M 0.61%
37,499
+10,107
65
$3.2M 0.56%
23,810
-1,219
66
$3.1M 0.55%
+138,615
67
$3.07M 0.54%
48,959
-7,237
68
$3.01M 0.53%
85,161
+14,243
69
$3M 0.53%
24,730
-49
70
$2.94M 0.52%
28,215
-2,267
71
$2.86M 0.5%
66,649
+1,660
72
$2.68M 0.47%
39,251
-1,969
73
$2.66M 0.47%
31,825
-352
74
$2.55M 0.45%
74,145
-597
75
$2.54M 0.45%
17,666
-311
1 2
3
4 5