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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.39M
3
+$5.37M
4
UTHR icon
United Therapeutics
UTHR
+$4.85M
5
VOD icon
Vodafone
VOD
+$4.78M

Top Sells

1
+$7.33M
2
+$7.07M
3
+$6.69M
4
NEU icon
NewMarket
NEU
+$5.14M
5
LMT icon
Lockheed Martin
LMT
+$1.47M

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
351
$55K 0.01%
17,116
352
$55K 0.01%
+514
353
$54K 0.01%
+1,248
354
$53K 0.01%
+1,105
355
$53K 0.01%
+575
356
$52K 0.01%
+4,159
357
$49K 0.01%
+449
358
$49K 0.01%
+2,115
359
$49K 0.01%
+1,256
360
$49K 0.01%
+851
361
$49K 0.01%
+841
362
$48K 0.01%
+201
363
$48K 0.01%
+3,000
364
$46K 0.01%
+1,300
365
$46K 0.01%
+413
366
$46K 0.01%
+1,050
367
$45K 0.01%
+1,000
368
$45K 0.01%
+1,724
369
$45K 0.01%
+1,111
370
$44K 0.01%
+722
371
$44K 0.01%
+2,000
372
$44K 0.01%
+6,160
373
$44K 0.01%
+299
374
$43K 0.01%
+1,852
375
$43K 0.01%
+2,201
13 14
15
16 17