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
$511M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.42M
3
+$2.73M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.6M
5
STE icon
Steris
STE
+$2.51M

Top Sells

1
+$7.17M
2
+$3.46M
3
+$1.76M
4
LLY icon
Eli Lilly
LLY
+$1.48M
5
BA icon
Boeing
BA
+$1.34M

Sector Composition

1 Technology 10.83%
2 Financials 8.16%
3 Healthcare 6.64%
4 Industrials 6.35%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.08%
49,269
-3,322
27
$5.39M 1.06%
34,499
-2,069
28
$5.28M 1.03%
90,422
-4,946
29
$5.19M 1.02%
38,773
-1,595
30
$5.01M 0.98%
110,716
-6,519
31
$4.56M 0.89%
30,810
-958
32
$4.55M 0.89%
56,368
-12,308
33
$4.47M 0.87%
19,008
-1,082
34
$4.47M 0.87%
116,384
-4,710
35
$4.45M 0.87%
72,087
+9,096
36
$4.34M 0.85%
22,913
-1,000
37
$4.28M 0.84%
77,566
-3,741
38
$3.96M 0.77%
47,856
-2,786
39
$3.93M 0.77%
75,006
-8,013
40
$3.9M 0.76%
40,178
-1,916
41
$3.89M 0.76%
35,557
-1,372
42
$3.87M 0.76%
+194,285
43
$3.86M 0.76%
45,875
-2,227
44
$3.84M 0.75%
10,963
-540
45
$3.79M 0.74%
12,225
-659
46
$3.76M 0.74%
122,204
+8,746
47
$3.73M 0.73%
86,973
-4,412
48
$3.71M 0.73%
105,283
-7,861
49
$3.65M 0.71%
19,530
-741
50
$3.62M 0.71%
81,016
-4,600
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