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
$534M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.15M
3
+$1.7M
4
RF icon
Regions Financial
RF
+$1.63M
5
QRVO icon
Qorvo
QRVO
+$1.36M

Top Sells

1
+$2.15M
2
+$1.79M
3
+$1.57M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.31M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1M

Sector Composition

1 Technology 12.25%
2 Financials 6.76%
3 Healthcare 6.15%
4 Communication Services 4.73%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 0.97%
31,147
-3,834
27
$4.99M 0.94%
129,088
-7,801
28
$4.96M 0.93%
45,869
-1,429
29
$4.87M 0.91%
62,707
-610
30
$4.83M 0.9%
16,390
-454
31
$4.73M 0.89%
73,945
+1,346
32
$4.41M 0.83%
11,080
-344
33
$4.25M 0.8%
60,886
-2,059
34
$4.23M 0.79%
53,475
-1,384
35
$4.14M 0.78%
33,017
+842
36
$3.9M 0.73%
20,859
-128
37
$3.67M 0.69%
+39,992
38
$3.67M 0.69%
9,254
+749
39
$3.64M 0.68%
16,962
-1,142
40
$3.63M 0.68%
57,490
+10,541
41
$3.49M 0.65%
78,954
+3,052
42
$3.44M 0.65%
56,724
-4,501
43
$3.39M 0.64%
56,567
-1,404
44
$3.36M 0.63%
29,229
+42
45
$3.23M 0.6%
44,180
+6,231
46
$3.22M 0.6%
31,830
-3,650
47
$3.19M 0.6%
48,858
-248
48
$3.18M 0.6%
26,530
-1,010
49
$3.16M 0.59%
23,415
-3,059
50
$3.15M 0.59%
14,896
+233
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