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
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.1M
3
+$2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$198K 0.03%
1,426
+94
227
$197K 0.03%
6,406
+1,327
228
$190K 0.03%
3,595
+2,121
229
$190K 0.03%
1,592
-48
230
$189K 0.03%
2,869
-563
231
$187K 0.03%
1,668
+154
232
$186K 0.03%
5,538
-1,646
233
$185K 0.03%
1,447
+17
234
$185K 0.03%
4,841
-54
235
$181K 0.03%
2,502
+168
236
$179K 0.03%
1,770
-369
237
$174K 0.03%
903
+59
238
$173K 0.03%
2,985
+195
239
$173K 0.03%
429
+28
240
$172K 0.03%
974
241
$172K 0.03%
1,100
+76
242
$171K 0.03%
2,245
243
$171K 0.03%
2,484
+1,451
244
$170K 0.03%
3,234
+168
245
$166K 0.03%
3,940
+260
246
$165K 0.03%
6,702
247
$164K 0.03%
2,990
-250
248
$164K 0.03%
1,958
-1,315
249
$163K 0.03%
1,283
+85
250
$160K 0.03%
1,842
8 9
10
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