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
526
$17K ﹤0.01%
1,520
+20
527
$17K ﹤0.01%
107
-42
528
$17K ﹤0.01%
309
529
$17K ﹤0.01%
423
530
$17K ﹤0.01%
3,153
531
$16K ﹤0.01%
243
532
$16K ﹤0.01%
828
533
$16K ﹤0.01%
200
534
$16K ﹤0.01%
900
535
$16K ﹤0.01%
250
536
$16K ﹤0.01%
150
537
$16K ﹤0.01%
576
-8
538
$16K ﹤0.01%
124
539
$15K ﹤0.01%
500
540
$15K ﹤0.01%
650
541
$15K ﹤0.01%
158
542
$15K ﹤0.01%
92
-48
543
$15K ﹤0.01%
527
+4
544
$15K ﹤0.01%
2,018
545
$15K ﹤0.01%
+330
546
$15K ﹤0.01%
800
547
$15K ﹤0.01%
741
+341
548
$15K ﹤0.01%
158
549
$15K ﹤0.01%
16
550
$15K ﹤0.01%
416
-250
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