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
76
$3.54M 0.45%
7,525
+50
77
$3.44M 0.44%
127,514
-4,094
78
$3.3M 0.42%
25,716
-581
79
$3.24M 0.41%
19,319
-694
80
$3.2M 0.41%
56,686
+169
81
$3.19M 0.41%
138,260
-1,772
82
$3.18M 0.41%
32,435
+2,019
83
$3.15M 0.4%
73,582
+147
84
$3.07M 0.39%
25,643
-75
85
$3.07M 0.39%
7,578
-553
86
$3.02M 0.38%
5,826
+40
87
$2.93M 0.37%
76,828
-2,546
88
$2.92M 0.37%
92,884
-15,002
89
$2.86M 0.36%
44,308
+38
90
$2.81M 0.36%
71,777
+1,556
91
$2.71M 0.35%
98,682
+4,172
92
$2.67M 0.34%
2,990
+18
93
$2.65M 0.34%
+33,969
94
$2.63M 0.34%
7,604
+41
95
$2.62M 0.33%
16,165
-448
96
$2.54M 0.32%
14,668
-327
97
$2.51M 0.32%
73,233
+239
98
$2.51M 0.32%
13,084
+86
99
$2.48M 0.32%
74,349
+52
100
$2.47M 0.31%
4,305
-94
2 3
4
5 6