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
126
$1.62M 0.21%
9,754
+326
127
$1.6M 0.2%
+6,871
128
$1.5M 0.19%
33,073
+1,069
129
$1.5M 0.19%
16,540
+1,046
130
$1.45M 0.18%
2,924
-112
131
$1.39M 0.18%
10,234
-1,266
132
$1.28M 0.16%
18,972
+1,318
133
$1.27M 0.16%
7,471
-1,092
134
$1.27M 0.16%
27,040
+278
135
$1.27M 0.16%
6,318
-1,112
136
$1.26M 0.16%
14,865
-512
137
$1.25M 0.16%
27,964
-125
138
$1.25M 0.16%
2,131
-309
139
$1.24M 0.16%
23,384
-23,483
140
$1.21M 0.15%
4,519
-167
141
$1.14M 0.15%
8,471
+169
142
$1.1M 0.14%
39,114
-977
143
$1.09M 0.14%
2,373
-13
144
$1.07M 0.14%
27,237
-824
145
$1.06M 0.14%
20,098
-361
146
$1M 0.13%
7,368
+168
147
$931K 0.12%
9,788
+1
148
$918K 0.12%
15,278
-477
149
$904K 0.12%
18,886
+136
150
$877K 0.11%
16,957
-2,442
4 5
6
7 8