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
451
$31K 0.01%
+353
452
$31K 0.01%
585
453
$31K 0.01%
+550
454
$30K 0.01%
2,341
455
$30K 0.01%
1,400
456
$30K 0.01%
850
-1,000
457
$30K 0.01%
1,844
458
$30K 0.01%
+42
459
$30K 0.01%
800
460
$30K 0.01%
144
461
$29K 0.01%
328
462
$29K 0.01%
5,995
463
$29K 0.01%
677
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%
1,901
472
$26K ﹤0.01%
484
473
$26K ﹤0.01%
197
474
$26K ﹤0.01%
100
475
$25K ﹤0.01%
525
-48
17 18
19
20 21