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
$424M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.38M
3
+$2.7M
4
INGR icon
Ingredion
INGR
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.3M

Top Sells

1
+$12.5M
2
+$3.93M
3
+$3.49M
4
CBRL icon
Cracker Barrel
CBRL
+$2.76M
5
CDK
CDK Global, Inc.
CDK
+$2.38M

Sector Composition

1 Technology 12.23%
2 Healthcare 8.16%
3 Financials 6.05%
4 Communication Services 4.6%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$495K 0.12%
8,518
-54
152
$494K 0.12%
5,347
153
$493K 0.12%
9,541
-484
154
$492K 0.12%
15,265
155
$491K 0.12%
11,604
-1,223
156
$466K 0.11%
21,886
-16,701
157
$464K 0.11%
4,440
+300
158
$464K 0.11%
+9,268
159
$464K 0.11%
17,950
-4,338
160
$461K 0.11%
17,667
+502
161
$443K 0.1%
7,311
-765
162
$443K 0.1%
8,704
-2,230
163
$428K 0.1%
3,742
-1,924
164
$419K 0.1%
3,459
+244
165
$404K 0.1%
2,737
+15
166
$401K 0.09%
+11,376
167
$401K 0.09%
12,844
-106
168
$398K 0.09%
3,421
-637
169
$397K 0.09%
2,999
170
$396K 0.09%
+7,804
171
$389K 0.09%
55,247
-8,470
172
$388K 0.09%
5,412
-60
173
$388K 0.09%
2,812
+1,247
174
$387K 0.09%
2,603
-281
175
$386K 0.09%
4,288
+1,280
5 6
7
8 9