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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20K ﹤0.01%
+1,143
477
$20K ﹤0.01%
+493
478
$20K ﹤0.01%
+358
479
$19K ﹤0.01%
+710
480
$19K ﹤0.01%
+500
481
$19K ﹤0.01%
+289
482
$19K ﹤0.01%
+407
483
$19K ﹤0.01%
+462
484
$18K ﹤0.01%
+1,500
485
$18K ﹤0.01%
+551
486
$18K ﹤0.01%
+243
487
$18K ﹤0.01%
+100
488
$18K ﹤0.01%
+1,400
489
$18K ﹤0.01%
+211
490
$18K ﹤0.01%
+359
491
$18K ﹤0.01%
+708
492
$18K ﹤0.01%
+705
493
$18K ﹤0.01%
+3,665
494
$18K ﹤0.01%
+123
495
$18K ﹤0.01%
+708
496
$17K ﹤0.01%
+500
497
$17K ﹤0.01%
+300
498
$17K ﹤0.01%
+554
499
$17K ﹤0.01%
+229
500
$17K ﹤0.01%
+334
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