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
551
$14K ﹤0.01%
252
+2
552
$14K ﹤0.01%
589
-480
553
$14K ﹤0.01%
480
554
$14K ﹤0.01%
135
-76
555
$14K ﹤0.01%
596
556
$14K ﹤0.01%
395
557
$14K ﹤0.01%
315
558
$14K ﹤0.01%
146
+100
559
$14K ﹤0.01%
450
560
$14K ﹤0.01%
+851
561
$14K ﹤0.01%
200
562
$14K ﹤0.01%
147
563
$14K ﹤0.01%
+473
564
$13K ﹤0.01%
152
-64
565
$13K ﹤0.01%
400
566
$13K ﹤0.01%
176
-2
567
$13K ﹤0.01%
39
+16
568
$13K ﹤0.01%
351
-474
569
$13K ﹤0.01%
1,000
570
$13K ﹤0.01%
417
571
$13K ﹤0.01%
1,036
572
$13K ﹤0.01%
974
573
$12K ﹤0.01%
100
574
$12K ﹤0.01%
200
575
$12K ﹤0.01%
+200
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