SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+0.93%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$783M
AUM Growth
-$1.07M
(-0.14%)
Cap. Flow
-$480K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
25.89%
Holding
282
New
16
Increased
106
Reduced
137
Closed
14
Top Buys
| 1 |
ConocoPhillips
COP
|
$2M |
| 2 |
W.P. Carey
WPC
|
$1.94M |
| 3 |
T-Mobile US
TMUS
|
$1.55M |
| 4 |
Tenet Healthcare
THC
|
$1.53M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$896K |
Top Sells
| 1 |
Vertex Pharmaceuticals
VRTX
|
$3.8M |
| 2 |
Hershey
HSY
|
$2.51M |
| 3 |
MRO
Marathon Oil Corporation
MRO
|
$2.07M |
| 4 |
Verizon
VZ
|
$1.33M |
| 5 |
Celanese
CE
|
$1M |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Financials | 6.06% |
| 3 | Healthcare | 4.9% |
| 4 | Communication Services | 4.14% |
| 5 | Consumer Discretionary | 3.93% |
