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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.04%
7,273
+330
227
$295K 0.04%
1,868
+2
228
$292K 0.04%
6,265
229
$291K 0.04%
4,501
-80
230
$290K 0.04%
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231
$290K 0.04%
5,354
+227
232
$286K 0.04%
3,355
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233
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1,154
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234
$281K 0.04%
7,588
-50
235
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5,300
-114
236
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2,108
237
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4,965
238
$276K 0.04%
2,258
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239
$276K 0.04%
496
240
$275K 0.04%
3,450
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241
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3,120
+157
242
$272K 0.04%
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243
$270K 0.04%
4,450
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244
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4,920
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245
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4,313
-1,902
246
$262K 0.04%
12,438
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247
$258K 0.04%
+3,761
248
$248K 0.03%
3,735
+114
249
$246K 0.03%
6,468
250
$245K 0.03%
5,405
8 9
10
11 12