SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.97M
3
+$4.84M
4
TPH icon
Tri Pointe Homes
TPH
+$4.62M
5
LLY icon
Eli Lilly
LLY
+$3.9M

Top Sells

1
+$7.21M
2
+$6.01M
3
+$4.57M
4
RDN icon
Radian Group
RDN
+$4.55M
5
CELG
Celgene Corp
CELG
+$2.45M

Sector Composition

1 Financials 11.67%
2 Technology 10.86%
3 Healthcare 8%
4 Communication Services 7.4%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.24%
13,536
+1,198
102
$1.35M 0.24%
47,154
-339
103
$1.32M 0.23%
20,330
-200
104
$1.29M 0.23%
59,547
-1,012
105
$1.27M 0.22%
52,544
-391
106
$1.25M 0.22%
4,627
-3,441
107
$1.25M 0.22%
25,325
-1,711
108
$1.23M 0.22%
43,016
-3,594
109
$1.13M 0.2%
49,530
-1,451
110
$1.12M 0.2%
22,302
-320
111
$1.12M 0.2%
14,405
-678
112
$1.1M 0.19%
16,529
+6,085
113
$1.08M 0.19%
19,557
-964
114
$1.08M 0.19%
148,409
-9,943
115
$1.05M 0.19%
35,287
+32,787
116
$1.03M 0.18%
9,803
-167
117
$1M 0.18%
7,936
-200
118
$995K 0.18%
30,926
-2,367
119
$984K 0.17%
+29,149
120
$965K 0.17%
13,978
+13,966
121
$947K 0.17%
6,008
+1,161
122
$943K 0.17%
72,373
-3,486
123
$937K 0.17%
21,845
+1,133
124
$915K 0.16%
15,812
125
$907K 0.16%
28,455
-2,498
3 4
5
6 7