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
$449M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.25M
3
+$1.58M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.56M
5
AMZN icon
Amazon
AMZN
+$1.33M

Top Sells

1
+$3.22M
2
+$2.57M
3
+$1.8M
4
COF icon
Capital One
COF
+$1.76M
5
PG icon
Procter & Gamble
PG
+$1.66M

Sector Composition

1 Technology 12.13%
2 Healthcare 6.37%
3 Financials 5.42%
4 Industrials 5.33%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 0.98%
67,676
-17,431
27
$4.39M 0.98%
150,158
+1,763
28
$4.34M 0.97%
15,450
-1,382
29
$4.21M 0.94%
68,302
-8,713
30
$4.18M 0.93%
35,520
-1,373
31
$4.17M 0.93%
76,515
+7,963
32
$3.88M 0.86%
78,803
-25,239
33
$3.85M 0.86%
11,434
-103
34
$3.69M 0.82%
138,790
-49,593
35
$3.59M 0.8%
25,307
-2,491
36
$3.51M 0.78%
69,349
-4,248
37
$3.48M 0.77%
22,729
-2,583
38
$3.44M 0.77%
37,234
-4,772
39
$3.36M 0.75%
18,853
-425
40
$3.33M 0.74%
26,464
-320
41
$3.33M 0.74%
65,698
-3,580
42
$3.29M 0.73%
9,799
+579
43
$3.05M 0.68%
36,431
-2,407
44
$3.02M 0.67%
51,214
+6,911
45
$2.99M 0.66%
15,183
-1,054
46
$2.98M 0.66%
35,832
-6,956
47
$2.95M 0.66%
30,362
-2,194
48
$2.85M 0.63%
8,483
-1,095
49
$2.79M 0.62%
20,279
-2,515
50
$2.79M 0.62%
10,141
-1,053
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