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
$537M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.44M
3
+$3.36M
4
HAL icon
Halliburton
HAL
+$2.94M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.64M

Top Sells

1
+$4.69M
2
+$3.89M
3
+$3.48M
4
PPL icon
PPL Corp
PPL
+$1.3M
5
SCS
Steelcase
SCS
+$1.19M

Sector Composition

1 Financials 12.89%
2 Technology 11.28%
3 Industrials 9.07%
4 Healthcare 7.48%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.52M 1.21%
49,114
-1,324
27
$6.3M 1.17%
154,965
+740
28
$6.2M 1.15%
20,193
-475
29
$6.14M 1.14%
88,952
+212
30
$6.04M 1.13%
47,924
-485
31
$5.98M 1.11%
74,502
+210
32
$5.87M 1.09%
37,905
-964
33
$5.77M 1.07%
91,127
-322
34
$5.75M 1.07%
278,815
-5,874
35
$5.71M 1.06%
66,736
-3,911
36
$5.59M 1.04%
48,984
-4,170
37
$5.33M 0.99%
131,622
-1,010
38
$5.31M 0.99%
53,341
-7
39
$5.19M 0.97%
106,616
-326
40
$5.14M 0.96%
66,788
-1,236
41
$5.07M 0.94%
267,508
-12,796
42
$5.06M 0.94%
71,224
-261
43
$5.05M 0.94%
12,716
-728
44
$5.04M 0.94%
106,516
-1,625
45
$4.98M 0.93%
108,444
-2,011
46
$4.69M 0.87%
71,636
-643
47
$4.67M 0.87%
+65,464
48
$4.57M 0.85%
27,855
+292
49
$4.48M 0.83%
47,169
-914
50
$4.44M 0.83%
+102,495
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