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
101
$2.47M 0.31%
3,188
+253
102
$2.45M 0.31%
7,614
-369
103
$2.44M 0.31%
11,045
-176
104
$2.41M 0.31%
53,676
-796
105
$2.37M 0.3%
55,694
+1,762
106
$2.35M 0.3%
38,977
-875
107
$2.3M 0.29%
46,202
-53
108
$2.27M 0.29%
18,694
+461
109
$2.26M 0.29%
6,033
-75
110
$2.23M 0.28%
4,408
+21
111
$2.21M 0.28%
8,061
+2,197
112
$2.17M 0.28%
21,509
-1,306
113
$2.16M 0.28%
7,091
-171
114
$2.13M 0.27%
6,194
+13
115
$2.07M 0.26%
77,683
+515
116
$2.02M 0.26%
14,218
+235
117
$2.01M 0.26%
9,521
+20
118
$2M 0.25%
11,834
+79
119
$1.99M 0.25%
22,896
-1,038
120
$1.98M 0.25%
4,014
+54
121
$1.92M 0.24%
29,135
-53
122
$1.87M 0.24%
16,759
+63
123
$1.83M 0.23%
15,656
-68
124
$1.82M 0.23%
28,860
-943
125
$1.63M 0.21%
30,912
-234
3 4
5
6 7