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
301
$110K 0.02%
4,228
302
$109K 0.02%
751
+49
303
$108K 0.02%
4,550
+110
304
$107K 0.02%
734
+48
305
$106K 0.02%
3,663
+1,827
306
$106K 0.02%
6,990
+450
307
$105K 0.02%
4,764
-100
308
$104K 0.02%
3,379
+2,738
309
$102K 0.02%
1,858
310
$101K 0.02%
603
+40
311
$101K 0.02%
1,030
312
$101K 0.02%
2,323
-190
313
$100K 0.02%
3,612
314
$99K 0.02%
7,066
315
$99K 0.02%
462
-43
316
$99K 0.02%
4,000
317
$97K 0.02%
1,166
+4
318
$97K 0.02%
882
+56
319
$95K 0.02%
446
-25
320
$95K 0.02%
2,312
321
$94K 0.02%
1,800
-500
322
$91K 0.02%
597
-1
323
$91K 0.02%
832
324
$91K 0.02%
1,935
+1,575
325
$90K 0.02%
5,070
-8,745
11 12
13
14 15