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
451
$31K 0.01%
+353
452
$31K 0.01%
585
453
$31K 0.01%
+550
454
$30K 0.01%
144
455
$30K 0.01%
2,341
456
$30K 0.01%
1,400
457
$30K 0.01%
850
-1,000
458
$30K 0.01%
800
459
$30K 0.01%
1,844
460
$30K 0.01%
+42
461
$29K 0.01%
5,995
462
$29K 0.01%
677
463
$29K 0.01%
328
464
$28K ﹤0.01%
2,370
465
$28K ﹤0.01%
949
-24
466
$28K ﹤0.01%
2,224
-171
467
$28K ﹤0.01%
441
468
$28K ﹤0.01%
+137
469
$27K ﹤0.01%
300
470
$27K ﹤0.01%
400
-759
471
$26K ﹤0.01%
100
472
$26K ﹤0.01%
1,901
473
$26K ﹤0.01%
484
474
$26K ﹤0.01%
197
475
$25K ﹤0.01%
525
-48
17 18
19
20 21