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
$785M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.65M
3
+$2.65M
4
AMT icon
American Tower
AMT
+$1.6M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.47M

Top Sells

1
+$9.78M
2
+$3.46M
3
+$2.1M
4
OLN icon
Olin
OLN
+$1.56M
5
CSCO icon
Cisco
CSCO
+$1.25M

Sector Composition

1 Technology 14.98%
2 Healthcare 5.89%
3 Financials 5.6%
4 Industrials 4.01%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.55M 0.58%
32,411
+64
52
$4.42M 0.56%
56,622
-188
53
$4.31M 0.55%
19,113
+42
54
$4.3M 0.55%
51,227
-42
55
$4.27M 0.54%
44,499
+4,057
56
$4.24M 0.54%
4,030
+5
57
$4.21M 0.54%
100,732
-911
58
$4.08M 0.52%
117,387
+2,225
59
$4.07M 0.52%
27,019
+108
60
$4.05M 0.52%
70,543
-885
61
$3.98M 0.51%
56,328
-1,891
62
$3.96M 0.51%
14,420
+56
63
$3.95M 0.5%
20,734
-1,487
64
$3.84M 0.49%
10,713
+413
65
$3.8M 0.48%
8,163
+51
66
$3.79M 0.48%
74,432
-1,370
67
$3.78M 0.48%
7,455
+29
68
$3.77M 0.48%
48,667
+254
69
$3.76M 0.48%
25,425
+363
70
$3.72M 0.47%
37,150
+2,053
71
$3.67M 0.47%
31,215
+70
72
$3.65M 0.46%
+29,671
73
$3.6M 0.46%
50,075
+143
74
$3.58M 0.46%
14,694
-700
75
$3.55M 0.45%
17,704
-840
1 2
3
4 5