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
176
$384K 0.09%
+23,175
177
$383K 0.09%
+18,425
178
$383K 0.09%
+4,126
179
$374K 0.09%
19,572
-2,294
180
$374K 0.09%
3,361
+7
181
$363K 0.09%
4,172
-506
182
$358K 0.08%
30,484
-1,876
183
$354K 0.08%
2,790
-1,028
184
$348K 0.08%
+8,590
185
$348K 0.08%
8,060
+1,060
186
$346K 0.08%
761
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187
$345K 0.08%
5,994
-5,874
188
$342K 0.08%
1,299
189
$341K 0.08%
10,000
190
$332K 0.08%
+5,976
191
$331K 0.08%
2,613
+1,001
192
$311K 0.07%
+6,175
193
$308K 0.07%
17,506
-16,107
194
$307K 0.07%
+1,996
195
$306K 0.07%
9,070
-82
196
$299K 0.07%
4,723
-1,578
197
$299K 0.07%
901
-36
198
$298K 0.07%
9,350
-1,000
199
$289K 0.07%
16,113
-3,248
200
$285K 0.07%
8,181
+1,728
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8
9 10