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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.12M 1.1%
47,270
-1,844
27
$6.07M 1.09%
159,893
+4,928
28
$6M 1.08%
80,473
-1,080
29
$5.97M 1.07%
76,614
+2,112
30
$5.88M 1.06%
73,089
+1,865
31
$5.61M 1.01%
48,699
+775
32
$5.48M 0.99%
+134,839
33
$5.46M 0.98%
91,253
+126
34
$5.42M 0.97%
106,334
+50,001
35
$5.32M 0.96%
279,128
+313
36
$5.24M 0.94%
+97,088
37
$5.21M 0.94%
54,325
+984
38
$5.17M 0.93%
+70,653
39
$5.12M 0.92%
108,483
+5,988
40
$5.05M 0.91%
107,406
-1,038
41
$4.98M 0.9%
283,537
+16,029
42
$4.98M 0.9%
108,892
+2,376
43
$4.93M 0.89%
59,764
-6,972
44
$4.92M 0.89%
43,566
-5,418
45
$4.85M 0.87%
48,409
+1,240
46
$4.84M 0.87%
72,496
+860
47
$4.82M 0.87%
66,976
+188
48
$4.58M 0.82%
28,820
+965
49
$4.48M 0.81%
28,160
+940
50
$4.46M 0.8%
+160,454
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