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
176
$618K 0.09%
10,578
+1,012
177
$611K 0.09%
5,676
-482
178
$585K 0.09%
2,621
179
$576K 0.09%
8,495
-1,170
180
$573K 0.09%
6,303
-101
181
$572K 0.09%
1,874
+69
182
$570K 0.09%
1,306
183
$569K 0.09%
8,093
+149
184
$562K 0.08%
1,058
-19
185
$561K 0.08%
10,651
-100
186
$530K 0.08%
4,566
-41
187
$530K 0.08%
4,927
-154
188
$527K 0.08%
2,745
-84
189
$518K 0.08%
10,470
-20
190
$507K 0.08%
10,760
+1,373
191
$506K 0.08%
12,916
+221
192
$500K 0.07%
1,061
-43
193
$471K 0.07%
2,994
-332
194
$471K 0.07%
4,550
-294
195
$466K 0.07%
1,795
+35
196
$451K 0.07%
13,621
-2,166
197
$447K 0.07%
8,591
-313
198
$440K 0.07%
8,829
-1,052
199
$435K 0.07%
8,309
+40
200
$433K 0.06%
+2,995
6 7
8
9 10