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
101
$2.11M 0.32%
77,877
+9,828
102
$2.09M 0.31%
2,963
+8
103
$2.04M 0.3%
69,657
+539
104
$2M 0.3%
6,744
-113
105
$1.99M 0.3%
52,813
+15,717
106
$1.88M 0.28%
3,236
+2,054
107
$1.86M 0.28%
6,130
-12
108
$1.84M 0.28%
25,520
+13,758
109
$1.78M 0.27%
31,765
-476
110
$1.78M 0.27%
16,460
+61
111
$1.76M 0.26%
32,713
-1,278
112
$1.75M 0.26%
28,002
+390
113
$1.72M 0.26%
12,591
+7,513
114
$1.72M 0.26%
22,004
-913
115
$1.71M 0.26%
12,246
-316
116
$1.7M 0.25%
44,582
-866
117
$1.69M 0.25%
4,375
-389
118
$1.68M 0.25%
11,435
-362
119
$1.65M 0.25%
28,609
+499
120
$1.65M 0.25%
32,127
-498
121
$1.64M 0.25%
+13,476
122
$1.62M 0.24%
6,577
-93
123
$1.62M 0.24%
9,496
-226
124
$1.61M 0.24%
16,071
-1,851
125
$1.57M 0.24%
+40,828
3 4
5
6 7