We are live on ! Find out more
SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.09M
3
+$3.87M
4
CTXS
Citrix Systems Inc
CTXS
+$3.51M
5
STI
SunTrust Banks, Inc.
STI
+$3.33M

Top Sells

1
+$8.33M
2
+$4.59M
3
+$4.25M
4
LM
Legg Mason, Inc.
LM
+$3.94M
5
TRP icon
TC Energy
TRP
+$3.87M

Sector Composition

1 Healthcare 10.4%
2 Technology 10.29%
3 Financials 8.46%
4 Communication Services 5.84%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-57
727
– –
-2,869
728
– –
-147
729
– –
-55
730
– –
-5,000
731
– –
-101
732
– –
-132
733
– –
-60
734
– –
-2,245
735
– –
-1,800
736
– –
-569
737
– –
-1,947
738
– –
-1,869
739
– –
-734
740
– –
-100
741
– –
-12
742
– –
-61
743
– –
-280
744
– –
-192
745
– –
-276
746
– –
-1,447
747
– –
-4,324
748
– –
-47
749
– –
-148
750
– –
-2,000
28 29
30
31 32