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
$424M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.38M
3
+$2.7M
4
INGR icon
Ingredion
INGR
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.3M

Top Sells

1
+$12.5M
2
+$3.93M
3
+$3.49M
4
CBRL icon
Cracker Barrel
CBRL
+$2.76M
5
CDK
CDK Global, Inc.
CDK
+$2.38M

Sector Composition

1 Technology 12.23%
2 Healthcare 8.16%
3 Financials 6.05%
4 Communication Services 4.6%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.64%
+46,389
52
$2.67M 0.63%
4,798
-605
53
$2.64M 0.62%
9,220
-519
54
$2.61M 0.61%
11,194
-60
55
$2.49M 0.59%
41,478
-5,577
56
$2.47M 0.58%
164,855
-22,342
57
$2.46M 0.58%
66,110
-10,097
58
$2.46M 0.58%
44,303
-4,301
59
$2.44M 0.58%
+30,178
60
$2.4M 0.57%
63,592
-6,451
61
$2.31M 0.54%
11,527
-7,880
62
$2.29M 0.54%
15,326
-1,795
63
$2.24M 0.53%
20,174
+750
64
$2.18M 0.51%
89,890
-14,381
65
$2.18M 0.51%
24,941
-879
66
$2.11M 0.5%
32,973
-5,086
67
$2.1M 0.49%
96,148
-9,942
68
$2.1M 0.49%
18,315
+3,587
69
$2.08M 0.49%
60,521
-8,769
70
$2.01M 0.47%
99,711
-15,892
71
$1.99M 0.47%
34,299
-5,464
72
$1.87M 0.44%
16,414
-805
73
$1.84M 0.43%
10,272
-377
74
$1.82M 0.43%
27,257
-4,227
75
$1.78M 0.42%
158,487
-16,197
1 2
3
4 5