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
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%
540
+310
411
$41K 0.01%
427
-2
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%
500
418
$39K 0.01%
442
-32
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%
1,083
425
$37K 0.01%
1,724
15 16
17
18 19