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
401
$45K 0.01%
543
-2
402
$44K 0.01%
2,275
+1,600
403
$44K 0.01%
3,000
404
$43K 0.01%
1,900
405
$43K 0.01%
3,011
-1,473
406
$43K 0.01%
6,235
+75
407
$43K 0.01%
600
-1
408
$42K 0.01%
1,300
409
$42K 0.01%
2,460
-1,200
410
$41K 0.01%
427
-2
411
$41K 0.01%
540
+310
412
$40K 0.01%
460
-142
413
$40K 0.01%
5,000
414
$40K 0.01%
+900
415
$40K 0.01%
501
-1
416
$40K 0.01%
1,811
+27
417
$39K 0.01%
442
-32
418
$39K 0.01%
500
419
$38K 0.01%
329
420
$38K 0.01%
776
421
$38K 0.01%
+703
422
$38K 0.01%
922
423
$38K 0.01%
1,115
+156
424
$37K 0.01%
1,724
425
$37K 0.01%
900
15 16
17
18 19