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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.39M
3
+$5.37M
4
UTHR icon
United Therapeutics
UTHR
+$4.85M
5
VOD icon
Vodafone
VOD
+$4.78M

Top Sells

1
+$7.33M
2
+$7.07M
3
+$6.69M
4
NEU icon
NewMarket
NEU
+$5.14M
5
LMT icon
Lockheed Martin
LMT
+$1.47M

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%
+850
452
$24K ﹤0.01%
+356
453
$24K ﹤0.01%
+983
454
$24K ﹤0.01%
+2,000
455
$23K ﹤0.01%
+1,400
456
$23K ﹤0.01%
+600
457
$23K ﹤0.01%
+550
458
$23K ﹤0.01%
+1,716
459
$23K ﹤0.01%
+202
460
$23K ﹤0.01%
+1,500
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%
756
-5,652
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%
+765
475
$20K ﹤0.01%
+1,143
17 18
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