SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+1.15%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$511M
AUM Growth
+$6.43M
(+1.3%)
Cap. Flow
-$5.78M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
21.09%
Holding
249
New
14
Increased
71
Reduced
127
Closed
11
Top Buys
| 1 |
Kinder Morgan
KMI
|
+$3.87M |
| 2 |
Intel
INTC
|
+$3.42M |
| 3 |
Fortis
FTS
|
+$2.73M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.6M |
| 5 |
Steris
STE
|
+$2.51M |
Top Sells
| 1 |
TSMC
TSM
|
+$7.17M |
| 2 |
Exxon Mobil
XOM
|
+$3.46M |
| 3 |
Stryker
SYK
|
+$1.76M |
| 4 |
Eli Lilly
LLY
|
+$1.48M |
| 5 |
Boeing
BA
|
+$1.34M |
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Financials | 8.16% |
| 3 | Healthcare | 6.64% |
| 4 | Industrials | 6.35% |
| 5 | Consumer Discretionary | 5.24% |
