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
501
$21K ﹤0.01%
154
502
$21K ﹤0.01%
500
503
$21K ﹤0.01%
367
504
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200
505
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201
+1
506
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1,180
507
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593
-72
508
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72
-2
509
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234
510
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1,000
511
$19K ﹤0.01%
300
512
$19K ﹤0.01%
250
513
$19K ﹤0.01%
603
+363
514
$19K ﹤0.01%
289
515
$19K ﹤0.01%
104
+1
516
$19K ﹤0.01%
1,400
517
$19K ﹤0.01%
359
518
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407
519
$19K ﹤0.01%
+112
520
$18K ﹤0.01%
+424
521
$18K ﹤0.01%
270
522
$18K ﹤0.01%
1,400
523
$18K ﹤0.01%
309
524
$18K ﹤0.01%
1,000
525
$17K ﹤0.01%
505
-361
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