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
$668M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.57M
4
SPG icon
Simon Property Group
SPG
+$1.57M
5
CRM icon
Salesforce
CRM
+$1.49M

Top Sells

1
+$4.86M
2
+$1.6M
3
+$1.52M
4
ACN icon
Accenture
ACN
+$1.28M
5
VRNT
Verint Systems
VRNT
+$890K

Sector Composition

1 Technology 14.03%
2 Financials 5.74%
3 Healthcare 5.53%
4 Industrials 3.96%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$426K 0.06%
+2,122
202
$423K 0.06%
641
-9
203
$422K 0.06%
1,877
-289
204
$413K 0.06%
7,894
+3,424
205
$408K 0.06%
2,603
+246
206
$406K 0.06%
15,993
-225
207
$396K 0.06%
3,601
-2,930
208
$395K 0.06%
10,668
-291
209
$393K 0.06%
4,556
-579
210
$386K 0.06%
3,694
+3
211
$382K 0.06%
6,027
+1,937
212
$380K 0.06%
5,255
-353
213
$378K 0.06%
9,300
-47
214
$364K 0.05%
1,464
+14
215
$353K 0.05%
671
+1
216
$351K 0.05%
2,631
-99
217
$350K 0.05%
11,917
-454
218
$344K 0.05%
6,215
+1,070
219
$342K 0.05%
2,518
-60
220
$341K 0.05%
8,464
+443
221
$340K 0.05%
3,784
+230
222
$333K 0.05%
+7,887
223
$321K 0.05%
5,954
-215
224
$302K 0.05%
4,581
-487
225
$300K 0.04%
5,963
+156
7 8
9
10 11