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
76
$1.78M 0.42%
41,108
-2,304
77
$1.76M 0.41%
7,417
-484
78
$1.75M 0.41%
23,785
-1,843
79
$1.74M 0.41%
42,129
+1,311
80
$1.69M 0.4%
5,268
-317
81
$1.62M 0.38%
74,337
+2,155
82
$1.56M 0.37%
8,947
-718
83
$1.52M 0.36%
43,035
+5,705
84
$1.52M 0.36%
38,819
-6,167
85
$1.51M 0.35%
42,530
-5,004
86
$1.49M 0.35%
70,082
-9,786
87
$1.43M 0.34%
44,333
-919
88
$1.4M 0.33%
20,327
-799
89
$1.4M 0.33%
23,292
-1,628
90
$1.39M 0.33%
11,530
+2,024
91
$1.38M 0.32%
52,499
+692
92
$1.37M 0.32%
26,189
-7,108
93
$1.33M 0.31%
27,020
-3,731
94
$1.23M 0.29%
13,080
+622
95
$1.22M 0.29%
45,427
-23,610
96
$1.18M 0.28%
25,607
-4,216
97
$1.18M 0.28%
15,325
+117
98
$1.17M 0.28%
50,475
+540
99
$1.09M 0.26%
14,118
+210
100
$996K 0.23%
20,188
-1,648
2 3
4
5 6