SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$8.56M
2 +$7.75M
3 +$5.4M
4
CBRL icon
Cracker Barrel
CBRL
+$5.38M
5
TNL icon
Travel + Leisure Co
TNL
+$5.27M

Top Sells

1 +$6.44M
2 +$6.33M
3 +$5.99M
4
CMI icon
Cummins
CMI
+$5.24M
5
MDVN
MEDIVATION, INC.
MDVN
+$3.8M

Sector Composition

1 Technology 14.68%
2 Financials 14.05%
3 Healthcare 10.19%
4 Consumer Discretionary 9.22%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$38K 0.01%
+60,000
202
$36K 0.01%
+12,450
203
0
204
-11,614
205
-2,586
206
-20,450
207
-13,922
208
-48,297
209
-24,189
210
-1,301
211
-10,004
212
-127,660
213
-16,534
214
-12,416
215
-3,727
216
-11,764
217
-2,801
218
-3,876
219
-2,760
220
-10,000
221
-2,351
222
-15,010
223
-4,892
224
-4,945
225
-14,000