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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$109K 0.02%
+697
277
$108K 0.02%
+3,800
278
$108K 0.02%
+675
279
$107K 0.02%
+506
280
$106K 0.02%
+533
281
$106K 0.02%
+3,405
282
$104K 0.02%
1,040
-71,536
283
$102K 0.02%
+899
284
$102K 0.02%
+7,066
285
$101K 0.02%
+1,633
286
$100K 0.02%
+2,238
287
$99K 0.02%
+1,056
288
$98K 0.02%
+1,897
289
$98K 0.02%
+878
290
$96K 0.02%
+46
291
$96K 0.02%
+2,356
292
$94K 0.02%
+3,612
293
$93K 0.02%
+638
294
$93K 0.02%
+487
295
$93K 0.02%
+1,858
296
$93K 0.02%
+1,174
297
$92K 0.02%
+1,694
298
$92K 0.02%
+6,318
299
$91K 0.02%
+563
300
$90K 0.02%
+832
10 11
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