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
$785M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.65M
3
+$2.65M
4
AMT icon
American Tower
AMT
+$1.6M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.47M

Top Sells

1
+$9.78M
2
+$3.46M
3
+$2.1M
4
OLN icon
Olin
OLN
+$1.56M
5
CSCO icon
Cisco
CSCO
+$1.25M

Sector Composition

1 Technology 14.98%
2 Healthcare 5.89%
3 Financials 5.6%
4 Industrials 4.01%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 4.64%
439,294
+3,165
2
$34.1M 4.35%
146,471
-1,298
3
$33.8M 4.31%
639,951
+1,462
4
$19M 2.42%
49,475
-55
5
$13.9M 1.77%
174,459
-1,916
6
$13.4M 1.71%
153,239
-818
7
$12.3M 1.57%
28,669
-77
8
$12M 1.53%
409,465
+12,508
9
$11.7M 1.49%
519,993
+45,490
10
$11.2M 1.42%
297,640
+12,759
11
$11.2M 1.42%
226,163
+208,489
12
$10.7M 1.36%
63,850
+544
13
$10.4M 1.33%
108,660
-340
14
$10.3M 1.31%
12,728
+124
15
$9.41M 1.2%
10,618
+71
16
$9.36M 1.19%
23,919
-568
17
$9.35M 1.19%
54,207
-6,013
18
$9.14M 1.17%
46,161
-787
19
$9.06M 1.16%
15,833
-35
20
$8.96M 1.14%
31,638
+178
21
$8.81M 1.12%
136,438
+1,238
22
$8.56M 1.09%
84,977
+4,037
23
$8.34M 1.06%
42,247
-294
24
$8.2M 1.05%
74,307
-1,724
25
$8.13M 1.04%
40,225
+264
1
2 3 4 5