SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+3.02%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$425M
AUM Growth
-$6.89M
(-1.6%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-3.19%
Top 10 Holdings %
Top 10 Hldgs %
23.57%
Holding
186
New
14
Increased
58
Reduced
88
Closed
13
Top Buys
| 1 |
Starwood Property Trust
STWD
|
$5.21M |
| 2 |
TC Energy
TRP
|
$5.07M |
| 3 |
United Rentals
URI
|
$4.14M |
| 4 |
Voya Financial
VOYA
|
$4.13M |
| 5 |
Capital One
COF
|
$3.67M |
Top Sells
| 1 |
Valero Energy
VLO
|
$5.73M |
| 2 |
Gilead Sciences
GILD
|
$4.96M |
| 3 |
Check Point Software Technologies
CHKP
|
$4.89M |
| 4 |
JetBlue
JBLU
|
$4.62M |
| 5 |
Wells Fargo
WFC
|
$3.63M |
Sector Composition
| 1 | Financials | 13.36% |
| 2 | Technology | 11.8% |
| 3 | Healthcare | 8.71% |
| 4 | Consumer Discretionary | 6.55% |
| 5 | Industrials | 6.5% |
