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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.04M 1.18%
53,154
+1,744
27
$5.95M 1.17%
20,668
+345
28
$5.73M 1.12%
70,647
-2,793
29
$5.72M 1.12%
13,444
+403
30
$5.7M 1.12%
48,409
+1,101
31
$5.58M 1.09%
139,856
+6,008
32
$5.55M 1.09%
154,225
+4,591
33
$5.54M 1.09%
+88,740
34
$5.52M 1.08%
38,869
+1,107
35
$5.33M 1.04%
132,632
+3,386
36
$5.32M 1.04%
284,689
+10,040
37
$5.32M 1.04%
31,127
+26,790
38
$5.29M 1.04%
106,942
+2,832
39
$5.25M 1.03%
64,543
+925
40
$5.23M 1.03%
108,141
+90,335
41
$5.18M 1.02%
71,485
+1,443
42
$5M 0.98%
230,196
+4,117
43
$4.9M 0.96%
48,083
+1,097
44
$4.84M 0.95%
33,179
+1,063
45
$4.81M 0.94%
110,455
+32,353
46
$4.8M 0.94%
74,292
+965
47
$4.69M 0.92%
25,448
+635
48
$4.65M 0.91%
72,279
+590
49
$4.58M 0.9%
87,768
+3,246
50
$4.52M 0.89%
53,348
+1,029
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