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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.19M 0.99%
44,141
+1,001
27
$7.04M 0.97%
80,693
-5,151
28
$6.53M 0.9%
44,033
+362
29
$6.35M 0.87%
63,913
-1,558
30
$6.17M 0.85%
172,176
+7,233
31
$5.86M 0.81%
32,480
+1,088
32
$5.83M 0.8%
193,549
+353
33
$5.73M 0.79%
158,467
+9,354
34
$5.69M 0.78%
54,341
+2,280
35
$5.28M 0.72%
17,312
-379
36
$5.24M 0.72%
29,270
-1,416
37
$5.17M 0.71%
133,689
+2,372
38
$5.15M 0.71%
88,630
-370
39
$5M 0.69%
9,505
-81
40
$4.91M 0.67%
129,362
-9,566
41
$4.7M 0.65%
41,204
+909
42
$4.61M 0.63%
172,460
-222
43
$4.58M 0.63%
105,599
+2,628
44
$4.33M 0.6%
86,807
+2,390
45
$4.31M 0.59%
144,813
+19,874
46
$4.3M 0.59%
57,894
-621
47
$4.27M 0.59%
32,558
+3,291
48
$4.23M 0.58%
72,223
-582
49
$4.19M 0.58%
65,049
+1,803
50
$4.11M 0.56%
21,398
-764
1
2
3 4 5