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
301
$89K 0.02%
+2,123
302
$88K 0.02%
+1,162
303
$87K 0.02%
+1,742
304
$87K 0.02%
+6,400
305
$87K 0.02%
+4,252
306
$85K 0.02%
+1,056
307
$82K 0.01%
1,631
-136,909
308
$81K 0.01%
+812
309
$80K 0.01%
+1,383
310
$80K 0.01%
789
-895
311
$78K 0.01%
223
-19,970
312
$77K 0.01%
+305
313
$76K 0.01%
+900
314
$76K 0.01%
+2,000
315
$76K 0.01%
+869
316
$75K 0.01%
+1,170
317
$73K 0.01%
+448
318
$72K 0.01%
+2,359
319
$71K 0.01%
+439
320
$71K 0.01%
+511
321
$70K 0.01%
+3,204
322
$70K 0.01%
+4,000
323
$69K 0.01%
+512
324
$68K 0.01%
+804
325
$68K 0.01%
+1,159
11 12
13
14 15