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
$594M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.27M
3
+$3.27M
4
DFS
Discover Financial Services
DFS
+$2.84M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$2.48M

Top Sells

1
+$4.71M
2
+$3.47M
3
+$3.39M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.69M
5
NOC icon
Northrop Grumman
NOC
+$2.43M

Sector Composition

1 Technology 13.23%
2 Healthcare 6.44%
3 Financials 5.29%
4 Industrials 4.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 0.82%
43,283
-16
27
$4.83M 0.81%
31,708
-1,320
28
$4.81M 0.81%
80,172
-15,772
29
$4.72M 0.79%
20,459
-82
30
$4.71M 0.79%
92,669
+31,535
31
$4.61M 0.78%
109,852
+1,544
32
$4.59M 0.77%
142,793
+9,967
33
$4.54M 0.77%
182,306
+13,473
34
$4.45M 0.75%
117,395
-4,280
35
$4.33M 0.73%
64,815
+378
36
$4.25M 0.72%
124,583
+9,734
37
$4.24M 0.71%
74,666
+448
38
$4.09M 0.69%
82,158
+23,417
39
$4.05M 0.68%
106,783
+4,012
40
$4.05M 0.68%
9,841
-70
41
$4.03M 0.68%
141,025
+6,142
42
$4.02M 0.68%
27,411
-702
43
$3.99M 0.67%
54,809
+553
44
$3.95M 0.66%
24,853
-755
45
$3.86M 0.65%
19,821
-4
46
$3.84M 0.65%
78,724
+285
47
$3.66M 0.62%
10,653
-10,105
48
$3.62M 0.61%
145,653
+21,791
49
$3.51M 0.59%
15,572
-184
50
$3.5M 0.59%
62,041
+1,513
1
2
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