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
$741M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.21M
3
+$3.21M
4
PPC icon
Pilgrim's Pride
PPC
+$2.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M

Top Sells

1
+$6.32M
2
+$5.13M
3
+$4.29M
4
KO icon
Coca-Cola
KO
+$3.33M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.62M

Sector Composition

1 Technology 13.67%
2 Financials 6.2%
3 Healthcare 5.63%
4 Communication Services 4.09%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$342K 0.05%
+3,412
227
$340K 0.05%
+3,844
228
$339K 0.05%
4,220
+78
229
$338K 0.05%
+5,549
230
$325K 0.04%
1,945
+53
231
$324K 0.04%
619
-8
232
$319K 0.04%
2,496
-89
233
$315K 0.04%
7,120
-1,289
234
$306K 0.04%
4,581
+899
235
$305K 0.04%
3,500
-1,143
236
$300K 0.04%
13,254
-1,721
237
$300K 0.04%
2,143
+8
238
$297K 0.04%
6,453
-719
239
$296K 0.04%
1,333
+2
240
$291K 0.04%
2,479
-681
241
$288K 0.04%
3,668
-120
242
$288K 0.04%
2,913
-52
243
$287K 0.04%
4,786
-522
244
$266K 0.04%
10,299
-1,365
245
$266K 0.04%
4,187
-175
246
$265K 0.04%
2,953
+36
247
$261K 0.04%
+4,574
248
$261K 0.04%
4,525
249
$258K 0.03%
4,772
-335
250
$257K 0.03%
4,859
-131
8 9
10
11 12