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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.69M 0.98%
101,743
-199
27
$5.53M 0.95%
+48,554
28
$5.42M 0.94%
+127,798
29
$5.18M 0.89%
53,170
-65
30
$4.93M 0.85%
45,667
-44
31
$4.91M 0.85%
+29,035
32
$4.85M 0.84%
+47,659
33
$4.71M 0.81%
+20,389
34
$4.55M 0.79%
+10,554
35
$4.39M 0.76%
+34,497
36
$4.31M 0.74%
+22,450
37
$4.18M 0.72%
60,279
-258
38
$4.14M 0.71%
+65,995
39
$4.09M 0.71%
9,521
+681
40
$4.01M 0.69%
+75,250
41
$3.98M 0.69%
+31,211
42
$3.91M 0.67%
51,885
+3,027
43
$3.82M 0.66%
+16,151
44
$3.65M 0.63%
+77,617
45
$3.6M 0.62%
+71,543
46
$3.55M 0.61%
+48,735
47
$3.35M 0.58%
+12,702
48
$3.29M 0.57%
14,786
+415
49
$3.29M 0.57%
+53,989
50
$3.18M 0.55%
+9,697
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