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
126
$1.57M 0.23%
+10,984
127
$1.51M 0.23%
8,106
-4,753
128
$1.49M 0.22%
6,169
-312
129
$1.49M 0.22%
+5,661
130
$1.45M 0.22%
31,716
-669
131
$1.44M 0.22%
8,463
+51
132
$1.43M 0.21%
8,020
+1,093
133
$1.42M 0.21%
16,943
+11,359
134
$1.4M 0.21%
19,246
+2,887
135
$1.35M 0.2%
11,558
-114
136
$1.31M 0.2%
41,295
+2,307
137
$1.25M 0.19%
10,986
-229
138
$1.24M 0.19%
51,204
-25,651
139
$1.22M 0.18%
9,940
-3,521
140
$1.2M 0.18%
41,591
+1,730
141
$1.16M 0.17%
23,243
+13,625
142
$1.11M 0.17%
7,149
-496
143
$1.1M 0.16%
10,099
-293
144
$1.07M 0.16%
27,536
+11,337
145
$1.06M 0.16%
28,867
-352
146
$1.03M 0.15%
41,256
+7,438
147
$1.03M 0.15%
21,399
-63
148
$981K 0.15%
13,309
-4,333
149
$977K 0.15%
23,781
+54
150
$951K 0.14%
15,356
-80
4 5
6
7 8