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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.04%
5,092
-1,199
227
$254K 0.04%
11,521
-49
228
$252K 0.04%
6,089
+387
229
$252K 0.04%
+1,571
230
$243K 0.04%
+2,816
231
$242K 0.04%
+449
232
$240K 0.04%
+2,368
233
$239K 0.04%
+1,669
234
$237K 0.04%
+1,775
235
$228K 0.04%
+5,000
236
$226K 0.04%
5,200
237
$221K 0.04%
+9,000
238
$220K 0.04%
4,127
239
$218K 0.04%
+3,777
240
$213K 0.04%
+967
241
$209K 0.04%
+2,448
242
$208K 0.04%
+3,511
243
$207K 0.04%
5,665
244
$206K 0.04%
+6,932
245
$206K 0.04%
+597
246
$206K 0.04%
+1,870
247
$203K 0.04%
2,062
248
$203K 0.04%
+2,749
249
$200K 0.03%
+7,734
250
$195K 0.03%
23,330
-1,569
7 8 9
10
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