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
376
$57K 0.01%
1,313
+86
377
$56K 0.01%
1,256
378
$55K 0.01%
17,116
379
$55K 0.01%
2,119
380
$54K 0.01%
2,529
+386
381
$53K 0.01%
377
+334
382
$53K 0.01%
409
383
$53K 0.01%
+3,015
384
$52K 0.01%
1,464
+160
385
$52K 0.01%
1,047
-189
386
$52K 0.01%
579
-254
387
$51K 0.01%
136
388
$50K 0.01%
12,000
389
$50K 0.01%
441
+95
390
$50K 0.01%
297
+35
391
$50K 0.01%
4,159
392
$49K 0.01%
624
393
$49K 0.01%
5,000
394
$49K 0.01%
1,956
395
$49K 0.01%
2,920
+171
396
$48K 0.01%
2,500
397
$47K 0.01%
912
398
$46K 0.01%
3,777
-400
399
$46K 0.01%
500
400
$45K 0.01%
+400
14 15
16
17 18