SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,475
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.96M
3 +$1.94M
4
ADBE icon
Adobe
ADBE
+$1.9M
5
MOH icon
Molina Healthcare
MOH
+$1.89M

Top Sells

1 +$3.86M
2 +$3.41M
3 +$2.5M
4
PYPL icon
PayPal
PYPL
+$1.22M
5
URI icon
United Rentals
URI
+$1.05M

Sector Composition

1 Technology 13.25%
2 Healthcare 7%
3 Financials 6.01%
4 Industrials 5.11%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
-500
1252
-126
1253
-15
1254
-662
1255
-27
1256
-747
1257
-555
1258
-1,168
1259
-166
1260
-31
1261
-169
1262
-48
1263
-155
1264
-208
1265
-2,384
1266
-200
1267
-907
1268
-120
1269
-1,344
1270
-15
1271
-13
1272
-1,458
1273
-33
1274
-138
1275
-1,776