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
576
$12K ﹤0.01%
349
577
$12K ﹤0.01%
115
578
$12K ﹤0.01%
+502
579
$12K ﹤0.01%
+622
580
$12K ﹤0.01%
234
581
$12K ﹤0.01%
+155
582
$12K ﹤0.01%
166
583
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237
+200
584
$12K ﹤0.01%
1,000
585
$12K ﹤0.01%
40
586
$12K ﹤0.01%
+400
587
$12K ﹤0.01%
80
588
$12K ﹤0.01%
435
+45
589
$12K ﹤0.01%
519
-1,873
590
$11K ﹤0.01%
200
591
$11K ﹤0.01%
645
592
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105
+39
593
$11K ﹤0.01%
+481
594
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266
+100
595
$11K ﹤0.01%
112
+87
596
$11K ﹤0.01%
254
597
$11K ﹤0.01%
358
598
$11K ﹤0.01%
87
599
$11K ﹤0.01%
129
+100
600
$11K ﹤0.01%
220
22 23
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