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
251
$256K 0.03%
480
-295
252
$248K 0.03%
1,456
+11
253
$245K 0.03%
6,724
+357
254
$244K 0.03%
2,635
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255
$243K 0.03%
653
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256
$241K 0.03%
5,992
+389
257
$240K 0.03%
3,355
-46,497
258
$240K 0.03%
794
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259
$238K 0.03%
8,525
-2,908
260
$238K 0.03%
4,866
-101
261
$237K 0.03%
2,122
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262
$231K 0.03%
5,748
263
$228K 0.03%
3,098
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264
$226K 0.03%
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265
$224K 0.03%
7,600
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266
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717
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$220K 0.03%
2,448
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270
$217K 0.03%
436
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271
$215K 0.03%
6,280
272
$213K 0.03%
1,343
-391
273
$210K 0.03%
+1,722
274
$210K 0.03%
8,273
-2,710
275
$210K 0.03%
+2,387
8 9 10
11
12