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
$567M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.97M
3
+$4.84M
4
TPH icon
Tri Pointe Homes
TPH
+$4.62M
5
LLY icon
Eli Lilly
LLY
+$3.9M

Top Sells

1
+$7.21M
2
+$6.01M
3
+$4.57M
4
RDN icon
Radian Group
RDN
+$4.55M
5
CELG
Celgene Corp
CELG
+$2.45M

Sector Composition

1 Financials 11.67%
2 Technology 10.86%
3 Healthcare 8%
4 Communication Services 7.4%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$631K 0.11%
+10,098
152
$630K 0.11%
2,568
-300
153
$589K 0.1%
15,785
+2,472
154
$588K 0.1%
5,279
+2,950
155
$588K 0.1%
66,165
156
$575K 0.1%
11,082
-540
157
$575K 0.1%
5,515
+2,967
158
$573K 0.1%
12,951
-2,314
159
$571K 0.1%
21,824
-2,820
160
$570K 0.1%
52,875
161
$543K 0.1%
8,618
162
$540K 0.1%
15,123
163
$502K 0.09%
8,840
+2,106
164
$485K 0.09%
8,819
+1,955
165
$484K 0.09%
2,822
+2,147
166
$466K 0.08%
8,519
+1
167
$451K 0.08%
5,946
+372
168
$446K 0.08%
7,093
+23
169
$443K 0.08%
10,616
+8,260
170
$428K 0.08%
8,488
171
$400K 0.07%
6,318
-1,696
172
$394K 0.07%
4,726
+456
173
$386K 0.07%
3,050
174
$379K 0.07%
4,844
-835
175
$371K 0.07%
8,500
+8,209
5 6
7
8 9