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
401
$35K 0.01%
+569
402
$35K 0.01%
+510
403
$35K 0.01%
+1,434
404
$35K 0.01%
+1,590
405
$35K 0.01%
1,683
-46,288
406
$34K 0.01%
+864
407
$34K 0.01%
+481
408
$34K 0.01%
+1,121
409
$33K 0.01%
+500
410
$33K 0.01%
+332
411
$33K 0.01%
+776
412
$33K 0.01%
+2,500
413
$33K 0.01%
+2,827
414
$32K 0.01%
+1,844
415
$32K 0.01%
+1,168
416
$32K 0.01%
+2,500
417
$32K 0.01%
+600
418
$32K 0.01%
+1,139
419
$31K 0.01%
+2,341
420
$31K 0.01%
+2,028
421
$31K 0.01%
+441
422
$31K 0.01%
+2,395
423
$31K 0.01%
+483
424
$31K 0.01%
+442
425
$31K 0.01%
+144
15 16
17
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