SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+12.24%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$511M
AUM Growth
+$51.9M
(+11%)
Cap. Flow
-$6.74M
Cap. Flow
% of AUM
-1.32%
Top 10 Holdings %
Top 10 Hldgs %
19.27%
Holding
243
New
13
Increased
67
Reduced
117
Closed
15
Top Buys
| 1 |
Citizens Financial Group
CFG
|
+$4.77M |
| 2 |
Caterpillar
CAT
|
+$4.67M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$4.6M |
| 4 |
Verint Systems
VRNT
|
+$4.14M |
| 5 |
Performance Food Group
PFGC
|
+$3.92M |
Top Sells
| 1 |
B
Barnes Group Inc.
B
|
+$4.22M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$3.46M |
| 3 |
Unum
UNM
|
+$3.01M |
| 4 |
Skyworks Solutions
SWKS
|
+$2.63M |
| 5 |
Freeport-McMoran
FCX
|
+$2.28M |
Sector Composition
| 1 | Technology | 10.96% |
| 2 | Healthcare | 8.29% |
| 3 | Financials | 7.97% |
| 4 | Industrials | 5.9% |
| 5 | Consumer Discretionary | 5.71% |
