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
$567M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.97M
3
+$4.84M
4
TPH icon
Tri Pointe Homes
TPH
+$4.62M
5
LLY icon
Eli Lilly
LLY
+$3.9M

Top Sells

1
+$7.21M
2
+$6.01M
3
+$4.57M
4
RDN icon
Radian Group
RDN
+$4.55M
5
CELG
Celgene Corp
CELG
+$2.45M

Sector Composition

1 Financials 11.67%
2 Technology 10.86%
3 Healthcare 8%
4 Communication Services 7.4%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$273K 0.05%
2,295
202
$273K 0.05%
3,273
203
$263K 0.05%
2,511
+975
204
$262K 0.05%
1,284
-149
205
$259K 0.05%
4,682
+2,564
206
$258K 0.05%
2,355
+1,566
207
$256K 0.05%
3,093
-70
208
$254K 0.04%
5,405
209
$251K 0.04%
1,883
+695
210
$250K 0.04%
3,471
+712
211
$244K 0.04%
13,815
+750
212
$228K 0.04%
3,333
213
$228K 0.04%
2,200
-771
214
$227K 0.04%
3,432
-69,064
215
$227K 0.04%
30,101
+1,802
216
$220K 0.04%
1,119
+215
217
$219K 0.04%
2,139
-828
218
$213K 0.04%
3,600
219
$211K 0.04%
2,567
+2,500
220
$210K 0.04%
1,914
+274
221
$207K 0.04%
3,085
+243
222
$203K 0.04%
572
-500
223
$201K 0.04%
1,281
+272
224
$199K 0.04%
1,739
-86
225
$197K 0.03%
1,640
-928
7 8
9
10 11