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
176
$371K 0.07%
10,801
+4,498
177
$369K 0.07%
41,844
+1,382
178
$362K 0.06%
7,047
+745
179
$362K 0.06%
4,440
-652
180
$357K 0.06%
10,000
181
$344K 0.06%
18,628
+1,179
182
$338K 0.06%
11,499
+1,918
183
$335K 0.06%
2,531
-266
184
$335K 0.06%
6,499
+3,683
185
$333K 0.06%
14,086
+13,496
186
$328K 0.06%
9,646
+5,564
187
$324K 0.06%
29,246
+7,487
188
$320K 0.06%
2,940
-55,200
189
$314K 0.06%
2,381
+30
190
$313K 0.06%
23,783
+891
191
$310K 0.05%
12,000
-3,000
192
$302K 0.05%
38,000
193
$299K 0.05%
1,813
194
$298K 0.05%
20,776
+18,056
195
$292K 0.05%
129,946
196
$286K 0.05%
1,145
-103
197
$283K 0.05%
7,184
-183,151
198
$278K 0.05%
1,698
-682
199
$274K 0.05%
2,041
+1,142
200
$274K 0.05%
6,305
-258
6 7
8
9 10