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
$452M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.83M
3
+$1.75M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.68M
5
FSLR icon
First Solar
FSLR
+$1.63M

Top Sells

1
+$4.03M
2
+$3.58M
3
+$2M
4
DFS
Discover Financial Services
DFS
+$1.8M
5
APD icon
Air Products & Chemicals
APD
+$1.53M

Sector Composition

1 Technology 12.08%
2 Healthcare 6.63%
3 Financials 5.11%
4 Consumer Discretionary 4.85%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 0.97%
100,445
-3,240
27
$4.2M 0.93%
64,795
-2,881
28
$4.18M 0.92%
35,325
-195
29
$4.05M 0.9%
64,092
-4,210
30
$3.92M 0.87%
11,375
-59
31
$3.73M 0.83%
29,760
+3,296
32
$3.71M 0.82%
23,911
-1,396
33
$3.54M 0.78%
18,613
-240
34
$3.44M 0.76%
75,269
-3,534
35
$3.38M 0.75%
58,927
-62,445
36
$3.33M 0.74%
64,793
-4,556
37
$3.24M 0.72%
21,826
-903
38
$3.23M 0.71%
62,265
-3,433
39
$3.21M 0.71%
34,862
-2,372
40
$3.21M 0.71%
9,346
-453
41
$3.08M 0.68%
130,062
-8,728
42
$2.95M 0.65%
35,945
-486
43
$2.94M 0.65%
10,156
-5,294
44
$2.91M 0.64%
55,954
-3,342
45
$2.85M 0.63%
14,668
-515
46
$2.83M 0.63%
26,808
+954
47
$2.77M 0.61%
48,325
-2,889
48
$2.72M 0.6%
13,076
-780
49
$2.69M 0.6%
29,261
-1,101
50
$2.53M 0.56%
8,024
-459
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2
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