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
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.02M
3
+$778K
4
SLB icon
SLB Ltd
SLB
+$624K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$545K

Top Sells

1
+$1.28M
2
+$409K
3
+$389K
4
HAL icon
Halliburton
HAL
+$351K
5
DXC icon
DXC Technology
DXC
+$314K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.63M 1.05%
48,327
-942
27
$5.6M 1.05%
33,598
-901
28
$5.46M 1.02%
88,950
-1,472
29
$5.32M 0.99%
38,828
+55
30
$4.92M 0.92%
109,421
-1,295
31
$4.79M 0.89%
74,279
+2,192
32
$4.7M 0.88%
115,603
-781
33
$4.69M 0.88%
22,854
-59
34
$4.67M 0.87%
76,207
-1,359
35
$4.51M 0.84%
30,550
-260
36
$4.46M 0.83%
55,030
-1,338
37
$4.39M 0.82%
18,675
-333
38
$4.28M 0.8%
47,055
-801
39
$4.16M 0.78%
81,340
+15,213
40
$4.12M 0.77%
19,407
-123
41
$4.11M 0.77%
79,868
-1,148
42
$4.09M 0.76%
39,763
-415
43
$4.01M 0.75%
74,611
-395
44
$4M 0.75%
127,752
+5,548
45
$3.96M 0.74%
187,197
-7,088
46
$3.93M 0.73%
34,984
-573
47
$3.85M 0.72%
11,924
-301
48
$3.82M 0.71%
44,986
-889
49
$3.81M 0.71%
26,131
+602
50
$3.77M 0.7%
28,696
-529
1
2
3 4 5