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
326
$66K 0.01%
+800
327
$66K 0.01%
1,050
-10
328
$65K 0.01%
625
-1,688
329
$65K 0.01%
+2,456
330
$64K 0.01%
+1,320
331
$63K 0.01%
+1,418
332
$63K 0.01%
+996
333
$63K 0.01%
+670
334
$62K 0.01%
+976
335
$62K 0.01%
+700
336
$61K 0.01%
+2,392
337
$60K 0.01%
+711
338
$60K 0.01%
+868
339
$60K 0.01%
+1,100
340
$60K 0.01%
+1,000
341
$60K 0.01%
+5,680
342
$60K 0.01%
+396
343
$60K 0.01%
3,660
+200
344
$59K 0.01%
+2,500
345
$59K 0.01%
+679
346
$57K 0.01%
+3,989
347
$57K 0.01%
+429
348
$55K 0.01%
+4,635
349
$55K 0.01%
+690
350
$55K 0.01%
17,116
12 13
14
15 16