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
$460M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.49M
3
+$1.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$7.15M
2
+$1.29M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$994K

Sector Composition

1 Financials 13.36%
2 Technology 11.1%
3 Industrials 8.48%
4 Healthcare 8.04%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.73M 1.25%
122,181
-4,816
27
$5.66M 1.23%
46,036
+5,330
28
$5.53M 1.2%
48,271
+2,715
29
$5.03M 1.09%
222,582
-773
30
$5.01M 1.09%
63,884
-2,327
31
$5M 1.09%
131,622
-5,957
32
$4.97M 1.08%
37,782
-2,287
33
$4.93M 1.07%
274,579
-14,519
34
$4.85M 1.05%
20,373
-1,222
35
$4.83M 1.05%
47,085
-2,450
36
$4.83M 1.05%
73,289
-4,190
37
$4.74M 1.03%
102,799
+503
38
$4.59M 1%
67,071
-4,391
39
$4.58M 1%
89,106
-5,082
40
$4.56M 0.99%
+128,715
41
$4.55M 0.99%
46,446
-1,895
42
$4.46M 0.97%
51,426
+468
43
$4.39M 0.95%
27,566
-1,443
44
$4.37M 0.95%
71,717
-3,762
45
$4.27M 0.93%
24,938
-1,132
46
$4.22M 0.92%
79,860
+11,105
47
$4.18M 0.91%
50,014
-8,029
48
$4.16M 0.9%
69,801
-3,083
49
$4.14M 0.9%
134,793
+44,129
50
$4M 0.87%
32,183
-859
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