SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.38M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.06M

Top Sells

1
+$4.35M
2
+$1.51M
3
+$1.31M
4
APO icon
Apollo Global Management
APO
+$985K
5
VUG icon
Vanguard Growth ETF
VUG
+$790K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.85%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K ﹤0.01%
2,080
+47
477
$25K ﹤0.01%
250
478
$25K ﹤0.01%
444
479
$25K ﹤0.01%
+600
480
$25K ﹤0.01%
1,150
481
$25K ﹤0.01%
521
+69
482
$24K ﹤0.01%
262
+199
483
$24K ﹤0.01%
420
484
$24K ﹤0.01%
2,068
+26
485
$24K ﹤0.01%
550
486
$24K ﹤0.01%
502
-105
487
$24K ﹤0.01%
2,028
+28
488
$24K ﹤0.01%
+1,710
489
$23K ﹤0.01%
380
490
$23K ﹤0.01%
175
491
$23K ﹤0.01%
103
492
$23K ﹤0.01%
185
493
$23K ﹤0.01%
326
494
$23K ﹤0.01%
662
495
$22K ﹤0.01%
490
496
$22K ﹤0.01%
211
497
$22K ﹤0.01%
950
498
$22K ﹤0.01%
221
-1
499
$22K ﹤0.01%
356
500
$21K ﹤0.01%
+300
18 19
20
21 22