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
351
$70K 0.01%
1,488
+191
352
$69K 0.01%
976
353
$69K 0.01%
610
-228
354
$69K 0.01%
700
355
$69K 0.01%
4,000
356
$67K 0.01%
2,000
357
$66K 0.01%
950
358
$66K 0.01%
1,050
-38
359
$65K 0.01%
1,248
360
$65K 0.01%
575
361
$65K 0.01%
448
362
$64K 0.01%
444
+137
363
$64K 0.01%
1,383
364
$64K 0.01%
596
-164
365
$64K 0.01%
525
+54
366
$64K 0.01%
4,000
367
$63K 0.01%
3,595
+614
368
$63K 0.01%
421
+2
369
$62K 0.01%
1,100
-4
370
$61K 0.01%
679
371
$61K 0.01%
666
+1
372
$60K 0.01%
5,680
373
$60K 0.01%
1,278
+162
374
$58K 0.01%
183
-25
375
$57K 0.01%
2,400
13 14
15
16 17