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
$442M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$5.41M
2 +$5.37M
3 +$5.14M
4
OUTR
OUTERWALL INC
OUTR
+$4.83M
5
STJ
St Jude Medical
STJ
+$4.45M

Top Sells

1 +$6.66M
2 +$5.55M
3 +$4.62M
4
CSX icon
CSX Corp
CSX
+$4.5M
5
EPD icon
Enterprise Products Partners
EPD
+$4.23M

Sector Composition

1 Financials 14.89%
2 Technology 12.89%
3 Healthcare 9.62%
4 Consumer Discretionary 9.13%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$331K 0.08%
57,050
127
$327K 0.07%
41,486
-1,030
128
$317K 0.07%
4,401
+1,677
129
$316K 0.07%
13,729
-832
130
$315K 0.07%
2,881
-274
131
$312K 0.07%
+3,500
132
$309K 0.07%
+2,475
133
$301K 0.07%
2,169
-85
134
$300K 0.07%
18,000
135
$296K 0.07%
2,586
+469
136
$295K 0.07%
+2,760
137
$293K 0.07%
3,951
-4
138
$288K 0.07%
15,425
+100
139
$287K 0.07%
9,518
+2,910
140
$285K 0.06%
+5,646
141
$279K 0.06%
3,102
+1,000
142
$276K 0.06%
9,208
+149
143
$271K 0.06%
2,071
+355
144
$269K 0.06%
+2,010
145
$267K 0.06%
+4,082
146
$267K 0.06%
5,831
+1,169
147
$261K 0.06%
19,222
+2,703
148
$255K 0.06%
3,221
-158
149
$250K 0.06%
3,727
-1,129
150
$249K 0.06%
6,196
-34