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
$424M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.38M
3
+$2.7M
4
INGR icon
Ingredion
INGR
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.3M

Top Sells

1
+$12.5M
2
+$3.93M
3
+$3.49M
4
CBRL icon
Cracker Barrel
CBRL
+$2.76M
5
CDK
CDK Global, Inc.
CDK
+$2.38M

Sector Composition

1 Technology 12.23%
2 Healthcare 8.16%
3 Financials 6.05%
4 Communication Services 4.6%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K 0.07%
+1,776
202
$284K 0.07%
2,474
-321
203
$265K 0.06%
15,525
204
$259K 0.06%
3,860
+165
205
$248K 0.06%
7,500
-58
206
$239K 0.06%
+5,630
207
$238K 0.06%
4,289
-1,194
208
$237K 0.06%
+5,044
209
$231K 0.05%
+1,778
210
$230K 0.05%
+1,895
211
$229K 0.05%
6,356
-20,143
212
$228K 0.05%
6,226
-114
213
$228K 0.05%
7,628
-935
214
$223K 0.05%
7,908
+60
215
$221K 0.05%
3,050
216
$217K 0.05%
1,056
-300
217
$208K 0.05%
8,937
-212
218
$204K 0.05%
+670
219
$203K 0.05%
6,894
220
$149K 0.04%
18,728
-1,960
221
$144K 0.03%
26,676
222
$124K 0.03%
20,000
-1,669
223
$78K 0.02%
15,661
-200
224
$61K 0.01%
5,693
-1,078
225
$49K 0.01%
+10,000
7 8
9
10 11