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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$161K 0.03%
1,618
-1,009
227
$161K 0.03%
+3,190
228
$159K 0.03%
+6,749
229
$159K 0.03%
+5,000
230
$158K 0.03%
+1,009
231
$158K 0.03%
+904
232
$154K 0.03%
1,536
-2,128
233
$152K 0.03%
+1,764
234
$151K 0.03%
+1,824
235
$148K 0.03%
+2,816
236
$147K 0.03%
+2,746
237
$145K 0.03%
+984
238
$142K 0.03%
+3,775
239
$141K 0.03%
+9,510
240
$141K 0.03%
+4,000
241
$140K 0.03%
+936
242
$140K 0.03%
+1,814
243
$138K 0.02%
+844
244
$138K 0.02%
+5,649
245
$137K 0.02%
+895
246
$136K 0.02%
+1,827
247
$134K 0.02%
2,118
-1,606
248
$134K 0.02%
+4,082
249
$133K 0.02%
+945
250
$133K 0.02%
10,712
8 9
10
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