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
376
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