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
351
$55K 0.01%
+514
352
$55K 0.01%
+2,400
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%
+841
358
$49K 0.01%
+449
359
$49K 0.01%
+2,115
360
$49K 0.01%
+1,256
361
$49K 0.01%
+851
362
$48K 0.01%
+201
363
$48K 0.01%
+3,000
364
$46K 0.01%
+1,050
365
$46K 0.01%
+1,300
366
$46K 0.01%
+413
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