SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.93M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
BGC icon
BGC Group
BGC
+$1.1M

Top Sells

1
+$6.34M
2
+$4.14M
3
+$1.93M
4
PNC icon
PNC Financial Services
PNC
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K

Sector Composition

1 Financials 13.03%
2 Technology 10.6%
3 Healthcare 8.34%
4 Industrials 7.81%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.78M 1.22%
46,987
+951
27
$5.74M 1.21%
73,440
-2,396
28
$5.46M 1.16%
48,489
+397
29
$5.28M 1.12%
47,308
+223
30
$5.24M 1.11%
37,762
-20
31
$5.24M 1.11%
89,520
+414
32
$5.22M 1.1%
20,323
-50
33
$5.12M 1.08%
63,618
-266
34
$5.06M 1.07%
226,079
+3,497
35
$4.96M 1.05%
129,246
+531
36
$4.96M 1.05%
104,110
+1,311
37
$4.94M 1.04%
133,848
+2,226
38
$4.93M 1.04%
+149,634
39
$4.75M 1.01%
24,813
-125
40
$4.65M 0.98%
70,042
+241
41
$4.62M 0.98%
71,689
-28
42
$4.61M 0.98%
27,581
+15
43
$4.51M 0.95%
46,986
+540
44
$4.49M 0.95%
274,649
+70
45
$4.41M 0.93%
84,522
+4,662
46
$4.32M 0.91%
52,319
+893
47
$4.23M 0.89%
73,327
+38
48
$4.17M 0.88%
32,116
-67
49
$4.14M 0.88%
66,565
-506
50
$3.99M 0.84%
47,154
-2,860
1
2
3 4 5