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SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.25M
3
+$1.54M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.42M
5
WBA
Walgreens Boots Alliance
WBA
+$1.3M

Top Sells

1
+$3.22M
2
+$2.16M
3
+$1.62M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.53M

Sector Composition

1 Technology 12.13%
2 Healthcare 6.37%
3 Financials 5.42%
4 Industrials 5.33%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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228
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229
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230
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232
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-5,347
233
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239
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-24,490
240
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-2,000
241
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-13,073
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