SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
-3.48%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$598M
AUM Growth
-$62.5M
(-9.5%)
Cap. Flow
-$36M
Cap. Flow
% of AUM
-6.03%
Top 10 Holdings %
Top 10 Hldgs %
30.07%
Holding
1,475
New
3
Increased
121
Reduced
112
Closed
1,221
Top Buys
| 1 |
Fidelity National Financial
FNF
|
+$2.45M |
| 2 |
Molina Healthcare
MOH
|
+$2.04M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.99M |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$1.9M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.88M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.96M |
| 2 |
Stryker
SYK
|
+$3.41M |
| 3 |
Truist Financial
TFC
|
+$2.5M |
| 4 |
PayPal
PYPL
|
+$1.22M |
| 5 |
United Rentals
URI
|
+$1.14M |
Sector Composition
| 1 | Technology | 13.25% |
| 2 | Healthcare | 7% |
| 3 | Financials | 6.01% |
| 4 | Industrials | 5.11% |
| 5 | Communication Services | 4.26% |