SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+6.13%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$537M
AUM Growth
+$27M
(+5.3%)
Cap. Flow
+$558K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
19.75%
Holding
224
New
28
Increased
43
Reduced
113
Closed
14
Top Buys
| 1 |
CDK
CDK Global, Inc.
CDK
|
$4.67M |
| 2 |
CBRE Group
CBRE
|
$4.44M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.36M |
| 4 |
Halliburton
HAL
|
$2.94M |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$1.64M |
Top Sells
| 1 |
Whirlpool
WHR
|
$4.69M |
| 2 |
Starwood Property Trust
STWD
|
$3.89M |
| 3 |
CVG
Convergys
CVG
|
$3.49M |
| 4 |
PPL Corp
PPL
|
$1.3M |
| 5 |
Steelcase
SCS
|
$1.19M |
Sector Composition
| 1 | Financials | 12.89% |
| 2 | Technology | 11.28% |
| 3 | Industrials | 9.07% |
| 4 | Healthcare | 7.48% |
| 5 | Communication Services | 5.86% |
