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
576
$10K ﹤0.01%
+210
577
$10K ﹤0.01%
+243
578
$10K ﹤0.01%
+750
579
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+53
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581
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583
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584
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585
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586
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587
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+2,228
590
$9K ﹤0.01%
+80
591
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+675
592
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590
-15,135
593
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594
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+1,730
595
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598
$8K ﹤0.01%
+50
599
$8K ﹤0.01%
+73
600
$8K ﹤0.01%
+120