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
$668M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.57M
4
SPG icon
Simon Property Group
SPG
+$1.57M
5
CRM icon
Salesforce
CRM
+$1.49M

Top Sells

1
+$4.86M
2
+$1.6M
3
+$1.52M
4
ACN icon
Accenture
ACN
+$1.28M
5
VRNT
Verint Systems
VRNT
+$890K

Sector Composition

1 Technology 14.03%
2 Financials 5.74%
3 Healthcare 5.53%
4 Industrials 3.96%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.59%
18,035
-889
52
$3.94M 0.59%
15,145
-235
53
$3.94M 0.59%
69,844
+1,227
54
$3.86M 0.58%
63,246
-280
55
$3.74M 0.56%
105,595
-600
56
$3.72M 0.56%
124,939
+10,552
57
$3.69M 0.55%
72,863
-3,045
58
$3.67M 0.55%
26,520
+21
59
$3.58M 0.54%
57,301
+1,971
60
$3.47M 0.52%
72,560
-1,317
61
$3.46M 0.52%
3,942
-1
62
$3.43M 0.51%
51,166
-370
63
$3.4M 0.51%
61,082
+267
64
$3.35M 0.5%
23,091
-1,159
65
$3.32M 0.5%
7,355
-13
66
$3.29M 0.49%
29,267
+636
67
$3.27M 0.49%
25,674
-138
68
$3.22M 0.48%
7,908
-26
69
$3.18M 0.48%
45,826
+207
70
$3.09M 0.46%
30,863
+3,011
71
$3.09M 0.46%
27,643
-1,046
72
$3.08M 0.46%
40,295
+153
73
$3.05M 0.46%
25,675
-217
74
$2.96M 0.44%
43,906
-330
75
$2.93M 0.44%
8,456
-195
1 2
3
4 5