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

Top Buys

1
+$5.57M
2
+$5.39M
3
+$5.37M
4
UTHR icon
United Therapeutics
UTHR
+$4.85M
5
VOD icon
Vodafone
VOD
+$4.78M

Top Sells

1
+$7.33M
2
+$7.07M
3
+$6.69M
4
NEU icon
NewMarket
NEU
+$5.14M
5
LMT icon
Lockheed Martin
LMT
+$1.47M

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
526
$14K ﹤0.01%
+402
527
$14K ﹤0.01%
+152
528
$14K ﹤0.01%
+270
529
$14K ﹤0.01%
+936
530
$14K ﹤0.01%
+200
531
$14K ﹤0.01%
+1,000
532
$14K ﹤0.01%
+60
533
$14K ﹤0.01%
+2,000
534
$13K ﹤0.01%
+252
535
$13K ﹤0.01%
+285
536
$13K ﹤0.01%
+147
537
$13K ﹤0.01%
+124
538
$13K ﹤0.01%
+1,000
539
$13K ﹤0.01%
+825
540
$12K ﹤0.01%
+80
541
$12K ﹤0.01%
+325
542
$12K ﹤0.01%
+200
543
$12K ﹤0.01%
+110
544
$12K ﹤0.01%
+3,000
545
$12K ﹤0.01%
+115
546
$12K ﹤0.01%
+300
547
$12K ﹤0.01%
+684
548
$12K ﹤0.01%
+416
549
$12K ﹤0.01%
+601
550
$12K ﹤0.01%
+749
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