SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+1.27%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$432M
AUM Growth
-$42.5M
(-9%)
Cap. Flow
-$42.7M
Cap. Flow
% of AUM
-9.89%
Top 10 Holdings %
Top 10 Hldgs %
24.05%
Holding
195
New
13
Increased
54
Reduced
92
Closed
23
Top Buys
| 1 |
Exxon Mobil
XOM
|
$6.3M |
| 2 |
PepsiCo
PEP
|
$5.58M |
| 3 |
TCF
TCF Financial Corporation Common Stock
TCF
|
$5.52M |
| 4 |
General Motors
GM
|
$5.27M |
| 5 |
Unum
UNM
|
$4.34M |
Top Sells
| 1 |
Goodyear
GT
|
$8.22M |
| 2 |
PNC Financial Services
PNC
|
$6.87M |
| 3 |
Toyota
TM
|
$5.87M |
| 4 |
Lazard
LAZ
|
$5.75M |
| 5 |
Ross Stores
ROST
|
$4.93M |
Sector Composition
| 1 | Financials | 12.22% |
| 2 | Technology | 12.21% |
| 3 | Healthcare | 10.1% |
| 4 | Consumer Discretionary | 6.59% |
| 5 | Industrials | 6.44% |
