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
$668M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.57M
4
SPG icon
Simon Property Group
SPG
+$1.57M
5
CRM icon
Salesforce
CRM
+$1.49M

Top Sells

1
+$4.86M
2
+$1.6M
3
+$1.52M
4
ACN icon
Accenture
ACN
+$1.28M
5
VRNT
Verint Systems
VRNT
+$890K

Sector Composition

1 Technology 14.03%
2 Financials 5.74%
3 Healthcare 5.53%
4 Industrials 3.96%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$905K 0.14%
16,662
-29
152
$881K 0.13%
+11,856
153
$877K 0.13%
2,500
-3,637
154
$871K 0.13%
18,370
-245
155
$869K 0.13%
14,301
-1,544
156
$858K 0.13%
28,521
+19
157
$857K 0.13%
15,332
158
$848K 0.13%
9,521
+114
159
$828K 0.12%
21,456
-658
160
$821K 0.12%
8,732
+2,035
161
$813K 0.12%
3,513
-1,234
162
$812K 0.12%
31,497
+1,967
163
$803K 0.12%
22,355
-5,506
164
$787K 0.12%
8,062
-164
165
$785K 0.12%
1,389
+1
166
$761K 0.11%
31,467
+110
167
$722K 0.11%
3,097
-96
168
$698K 0.1%
1,958
169
$697K 0.1%
8,542
+781
170
$680K 0.1%
3,057
-257
171
$674K 0.1%
10,355
-370
172
$658K 0.1%
20,155
-1,159
173
$641K 0.1%
+9,931
174
$636K 0.1%
26,033
+1,254
175
$620K 0.09%
7,033
-311
5 6
7
8 9