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
526
$17K ﹤0.01%
107
-42
527
$17K ﹤0.01%
3,153
528
$17K ﹤0.01%
505
-361
529
$17K ﹤0.01%
309
530
$17K ﹤0.01%
423
531
$16K ﹤0.01%
150
532
$16K ﹤0.01%
250
533
$16K ﹤0.01%
243
534
$16K ﹤0.01%
828
535
$16K ﹤0.01%
200
536
$16K ﹤0.01%
900
537
$16K ﹤0.01%
576
-8
538
$16K ﹤0.01%
124
539
$15K ﹤0.01%
2,018
540
$15K ﹤0.01%
+330
541
$15K ﹤0.01%
800
542
$15K ﹤0.01%
741
+341
543
$15K ﹤0.01%
158
544
$15K ﹤0.01%
158
545
$15K ﹤0.01%
92
-48
546
$15K ﹤0.01%
500
547
$15K ﹤0.01%
527
+4
548
$15K ﹤0.01%
16
549
$15K ﹤0.01%
416
-250
550
$15K ﹤0.01%
650
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