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
376
$42K 0.01%
+493
377
$42K 0.01%
+1,258
378
$42K 0.01%
+136
379
$41K 0.01%
+733
380
$41K 0.01%
+3,000
381
$40K 0.01%
+5,000
382
$40K 0.01%
+674
383
$39K 0.01%
+720
384
$39K 0.01%
+900
385
$38K 0.01%
+501
386
$38K 0.01%
2,720
-18,056
387
$38K 0.01%
+396
388
$37K 0.01%
+252
389
$37K 0.01%
+502
390
$37K 0.01%
93
-12,623
391
$37K 0.01%
+916
392
$37K 0.01%
+2,099
393
$37K 0.01%
+1,086
394
$37K 0.01%
+221
395
$36K 0.01%
+329
396
$36K 0.01%
+1,900
397
$36K 0.01%
+400
398
$36K 0.01%
+356
399
$36K 0.01%
+3,250
400
$35K 0.01%
+405