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
426
$30K 0.01%
+1,250
427
$30K 0.01%
+228
428
$30K 0.01%
+4,000
429
$30K 0.01%
+1,785
430
$30K 0.01%
+429
431
$29K 0.01%
+121
432
$29K 0.01%
+5,995
433
$28K 0.01%
+1,039
434
$28K 0.01%
+1,901
435
$27K ﹤0.01%
+400
436
$27K ﹤0.01%
+1,500
437
$26K ﹤0.01%
+1,069
438
$26K ﹤0.01%
+200
439
$26K ﹤0.01%
+185
440
$26K ﹤0.01%
+1,016
441
$25K ﹤0.01%
+781
442
$25K ﹤0.01%
+1,140
443
$25K ﹤0.01%
+2,042
444
$25K ﹤0.01%
+677
445
$25K ﹤0.01%
+1,150
446
$25K ﹤0.01%
+300
447
$24K ﹤0.01%
+600
448
$24K ﹤0.01%
+850
449
$24K ﹤0.01%
+104
450
$24K ﹤0.01%
+185
16 17
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