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
251
$160K 0.03%
1,769
252
$158K 0.03%
1,937
-2
253
$157K 0.03%
7,427
-146
254
$156K 0.03%
9,408
+608
255
$156K 0.03%
2,380
256
$156K 0.03%
1,354
-385
257
$155K 0.03%
2,063
258
$155K 0.03%
3,924
+266
259
$155K 0.03%
15,000
260
$154K 0.03%
2,253
+149
261
$152K 0.03%
4,214
+62
262
$151K 0.03%
3,121
+779
263
$147K 0.03%
5,322
264
$145K 0.03%
1,835
+122
265
$144K 0.03%
10,615
+565
266
$141K 0.02%
408
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267
$139K 0.02%
3,076
+171
268
$138K 0.02%
720
269
$136K 0.02%
3,310
+230
270
$136K 0.02%
3,370
-75
271
$136K 0.02%
1,786
-900
272
$134K 0.02%
3,760
-2
273
$133K 0.02%
5,369
+486
274
$133K 0.02%
3,940
-941
275
$131K 0.02%
806
-10
9 10
11
12 13