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
526
$14K ﹤0.01%
+402
527
$14K ﹤0.01%
+152
528
$14K ﹤0.01%
+2,000
529
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+270
530
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531
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532
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+1,000
533
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534
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535
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536
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537
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538
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+1,000
539
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540
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+3,000
541
$12K ﹤0.01%
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542
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545
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546
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+200
547
$12K ﹤0.01%
+110
548
$12K ﹤0.01%
+416
549
$12K ﹤0.01%
+601
550
$12K ﹤0.01%
+749