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
$796M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$6.24M
3
+$3.33M
4
CVX icon
Chevron
CVX
+$3M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.25M

Top Sells

1
+$6.54M
2
+$5.54M
3
+$3.28M
4
BP icon
BP
BP
+$3.02M
5
COP icon
ConocoPhillips
COP
+$2.76M

Sector Composition

1 Technology 14.62%
2 Financials 6.46%
3 Healthcare 4.89%
4 Communication Services 4.33%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$217K 0.03%
+276
277
$211K 0.03%
2,639
-459
278
$211K 0.03%
+382
279
$206K 0.03%
+376
280
$206K 0.03%
+2,833
281
$206K 0.03%
+1,665
282
$204K 0.03%
1,727
+5
283
$203K 0.03%
+2,001
284
$202K 0.03%
+4,787
285
$2.73K ﹤0.01%
333
286
– –
-8,525
287
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-4,414
288
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-436
289
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-619
290
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-6,724
291
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-47,326
292
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-89,427
293
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-32,464
294
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-21,734
295
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-3,412
296
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-27,698
297
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-17,345
298
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-7,190
299
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-15,623
300
– –
-26,253
9 10 11
12
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