SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$948K
3 +$720K
4
SLB icon
SLB Ltd
SLB
+$554K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$523K

Top Sells

1 +$1.28M
2 +$384K
3 +$351K
4
AAPL icon
Apple
AAPL
+$341K
5
DVY icon
iShares Select Dividend ETF
DVY
+$301K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
0
252
-500
253
-15,001