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
$741M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$3.95M
3
+$3.79M
4
UTHR icon
United Therapeutics
UTHR
+$3.28M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.55M

Top Sells

1
+$3.15M
2
+$2.53M
3
+$1.93M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.64M

Sector Composition

1 Technology 15.2%
2 Healthcare 6.02%
3 Financials 5.59%
4 Communication Services 4.02%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.79M 0.92%
42,316
-1,825
27
$6.76M 0.91%
179,446
+20,979
28
$6.53M 0.88%
+129,736
29
$6.33M 0.85%
32,738
+258
30
$6.19M 0.83%
72,055
-8,638
31
$5.87M 0.79%
58,958
-4,955
32
$5.78M 0.78%
55,303
+962
33
$5.73M 0.77%
17,176
-136
34
$5.66M 0.76%
41,060
-144
35
$5.64M 0.76%
43,534
-499
36
$5.1M 0.69%
177,248
-16,301
37
$5.02M 0.68%
28,795
-475
38
$4.98M 0.67%
125,311
-4,051
39
$4.95M 0.67%
85,329
-3,301
40
$4.95M 0.67%
132,767
-922
41
$4.86M 0.66%
163,551
+18,738
42
$4.7M 0.63%
178,650
+6,190
43
$4.6M 0.62%
5,409
+154
44
$4.5M 0.61%
8,229
-1,276
45
$4.5M 0.61%
160,521
-112,490
46
$4.45M 0.6%
89,284
+2,477
47
$4.31M 0.58%
19,071
+546
48
$4.29M 0.58%
134,182
+50,561
49
$4.23M 0.57%
32,347
-211
50
$4.23M 0.57%
4,025
+5
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2
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