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
326
$90K 0.02%
551
-1
327
$89K 0.02%
2,645
328
$89K 0.02%
1,939
329
$88K 0.02%
2,514
+360
330
$87K 0.02%
44
331
$86K 0.02%
3,705
332
$83K 0.01%
327
333
$81K 0.01%
900
334
$81K 0.01%
11,000
335
$81K 0.01%
891
336
$80K 0.01%
343
-358
337
$78K 0.01%
1,947
+1,580
338
$77K 0.01%
1,800
-935
339
$74K 0.01%
1,626
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340
$74K 0.01%
893
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341
$74K 0.01%
1,279
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342
$74K 0.01%
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343
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1,045
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344
$73K 0.01%
1,314
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345
$72K 0.01%
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346
$72K 0.01%
1,259
-355
347
$71K 0.01%
995
-198
348
$70K 0.01%
800
349
$70K 0.01%
659
-291
350
$70K 0.01%
1,500
+300
12 13
14
15 16