SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
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 icon
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
1
$29M 4.33%
150,366
-2,715
2
$28.3M 4.24%
607,952
+2,353
3
$25.8M 3.86%
396,651
+101
4
$16.3M 2.44%
52,404
-1,047
5
$13.9M 2.08%
189,672
-1,124
6
$12.7M 1.9%
168,154
-432
7
$10.6M 1.59%
28,254
-843
8
$9.37M 1.4%
322,506
+30,245
9
$9.25M 1.38%
497,536
+19,875
10
$8.86M 1.33%
81,724
-6,228
11
$8.37M 1.25%
59,380
-440
12
$8.23M 1.23%
372,706
+73,096
13
$8.2M 1.23%
48,140
-22
14
$7.99M 1.2%
13,936
-17
15
$7.86M 1.18%
48,519
+59
16
$7.86M 1.18%
33,138
+129
17
$7.5M 1.12%
25,370
-137
18
$7.18M 1.07%
85,844
-3,468
19
$7.04M 1.05%
70,240
+11,434
20
$6.93M 1.04%
242,775
+16,516
21
$6.59M 0.99%
42,536
-130
22
$6.53M 0.98%
58,500
+12,360
23
$6.45M 0.97%
65,471
-1,432
24
$6.45M 0.97%
43,140
-711
25
$6.41M 0.96%
108,936
+44
1
2 3 4 5