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
$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
+$2.1M
3
+$2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
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%
420
483
$24K ﹤0.01%
2,068
+26
484
$24K ﹤0.01%
550
485
$24K ﹤0.01%
502
-105
486
$24K ﹤0.01%
2,028
+28
487
$24K ﹤0.01%
262
+199
488
$24K ﹤0.01%
+1,710
489
$23K ﹤0.01%
175
490
$23K ﹤0.01%
103
491
$23K ﹤0.01%
380
492
$23K ﹤0.01%
185
493
$23K ﹤0.01%
326
494
$23K ﹤0.01%
662
495
$22K ﹤0.01%
221
-1
496
$22K ﹤0.01%
356
497
$22K ﹤0.01%
490
498
$22K ﹤0.01%
211
499
$22K ﹤0.01%
950
500
$21K ﹤0.01%
154
18 19
20
21 22