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
76
$2.93M 0.44%
30,917
+2,769
77
$2.89M 0.43%
128,562
+11,380
78
$2.79M 0.42%
47,351
-2,802
79
$2.75M 0.41%
55,838
-15
80
$2.71M 0.41%
4,550
+120
81
$2.58M 0.39%
26,715
+1,967
82
$2.55M 0.38%
30,651
-1,321
83
$2.5M 0.37%
68,897
+1,008
84
$2.48M 0.37%
72,029
+581
85
$2.46M 0.37%
15,706
-187
86
$2.45M 0.37%
30,446
-193
87
$2.43M 0.36%
24,394
-1,640
88
$2.43M 0.36%
70,827
+6,620
89
$2.37M 0.36%
23,455
-307
90
$2.34M 0.35%
81,700
-2,129
91
$2.34M 0.35%
73,277
-689
92
$2.3M 0.34%
39,281
-9,604
93
$2.29M 0.34%
4,825
-1,674
94
$2.27M 0.34%
7,568
-19
95
$2.26M 0.34%
44,813
+1,824
96
$2.26M 0.34%
4,392
+25
97
$2.24M 0.33%
59,320
-9,720
98
$2.17M 0.33%
6,017
-62
99
$2.16M 0.32%
51,522
+4,191
100
$2.14M 0.32%
7,413
-175
2 3
4
5 6