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
451
$24K ﹤0.01%
+99
452
$24K ﹤0.01%
+2,000
453
$24K ﹤0.01%
+356
454
$24K ﹤0.01%
+983
455
$23K ﹤0.01%
+1,500
456
$23K ﹤0.01%
+1,400
457
$23K ﹤0.01%
+600
458
$23K ﹤0.01%
+550
459
$23K ﹤0.01%
+1,716
460
$23K ﹤0.01%
+202
461
$22K ﹤0.01%
+490
462
$22K ﹤0.01%
+1,000
463
$22K ﹤0.01%
+250
464
$22K ﹤0.01%
+450
465
$22K ﹤0.01%
+367
466
$22K ﹤0.01%
+950
467
$22K ﹤0.01%
+315
468
$22K ﹤0.01%
378
-2,826
469
$21K ﹤0.01%
+420
470
$21K ﹤0.01%
+114
471
$21K ﹤0.01%
+154
472
$21K ﹤0.01%
+816
473
$21K ﹤0.01%
+326
474
$20K ﹤0.01%
+379
475
$20K ﹤0.01%
+765
17 18
19
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