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
551
$11K ﹤0.01%
+200
552
$11K ﹤0.01%
+260
553
$11K ﹤0.01%
+142
554
$11K ﹤0.01%
+3,392
555
$11K ﹤0.01%
+254
556
$11K ﹤0.01%
+220
557
$11K ﹤0.01%
+349
558
$11K ﹤0.01%
+447
559
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560
$11K ﹤0.01%
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561
$11K ﹤0.01%
+240
562
$11K ﹤0.01%
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563
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564
$11K ﹤0.01%
+1,000
565
$11K ﹤0.01%
+360
566
$11K ﹤0.01%
+608
567
$11K ﹤0.01%
+174
568
$11K ﹤0.01%
+130
569
$10K ﹤0.01%
+250
570
$10K ﹤0.01%
+552
571
$10K ﹤0.01%
+123
572
$10K ﹤0.01%
+1,149
573
$10K ﹤0.01%
+645
574
$10K ﹤0.01%
+748
575
$10K ﹤0.01%
+500