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
426
$37K 0.01%
481
427
$37K 0.01%
1,083
428
$36K 0.01%
1,000
429
$36K 0.01%
1,600
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430
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431
$35K 0.01%
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432
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568
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433
$34K 0.01%
1,931
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434
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435
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401
+1
436
$34K 0.01%
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437
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4,000
438
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439
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440
$32K 0.01%
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441
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400
442
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730
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246
444
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560
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2,500
448
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400
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449
$31K 0.01%
383
450
$31K 0.01%
286
16 17
18
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