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
$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
+$2.38M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.06M

Top Sells

1
+$4.35M
2
+$1.51M
3
+$1.31M
4
APO icon
Apollo Global Management
APO
+$985K
5
VUG icon
Vanguard Growth ETF
VUG
+$790K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.85%
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%
700
353
$69K 0.01%
4,000
354
$69K 0.01%
976
355
$69K 0.01%
610
-228
356
$67K 0.01%
2,000
357
$66K 0.01%
950
358
$66K 0.01%
1,050
-38
359
$65K 0.01%
448
360
$65K 0.01%
1,248
361
$65K 0.01%
575
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
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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