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
276
$130K 0.02%
2,691
-174
277
$128K 0.02%
4,500
-4,000
278
$127K 0.02%
1,869
-1,216
279
$125K 0.02%
944
-1
280
$124K 0.02%
1,516
+98
281
$124K 0.02%
4,324
-1,329
282
$123K 0.02%
4,917
283
$122K 0.02%
4,822
284
$122K 0.02%
2,100
285
$122K 0.02%
4,000
286
$121K 0.02%
10,712
287
$120K 0.02%
500
+299
288
$120K 0.02%
697
289
$120K 0.02%
2,407
-300
290
$120K 0.02%
3,800
291
$118K 0.02%
1,340
+166
292
$116K 0.02%
1,395
-296
293
$116K 0.02%
3,503
-1,109
294
$115K 0.02%
534
+35
295
$115K 0.02%
2,156
+144
296
$115K 0.02%
4,000
297
$115K 0.02%
3,913
-2,180
298
$113K 0.02%
723
+40
299
$111K 0.02%
5,860
300
$111K 0.02%
695
+252
10 11
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