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
601
$11K ﹤0.01%
+176
602
$11K ﹤0.01%
780
603
$11K ﹤0.01%
779
-400
604
$11K ﹤0.01%
214
605
$11K ﹤0.01%
561
+3
606
$10K ﹤0.01%
+227
607
$10K ﹤0.01%
209
608
$10K ﹤0.01%
203
609
$10K ﹤0.01%
+245
610
$10K ﹤0.01%
138
+38
611
$10K ﹤0.01%
96
+74
612
$10K ﹤0.01%
323
+250
613
$10K ﹤0.01%
252
614
$10K ﹤0.01%
700
615
$10K ﹤0.01%
276
+214
616
$10K ﹤0.01%
283
+14
617
$10K ﹤0.01%
480
+370
618
$10K ﹤0.01%
192
-2,850
619
$10K ﹤0.01%
168
620
$10K ﹤0.01%
300
621
$9K ﹤0.01%
+19
622
$9K ﹤0.01%
260
623
$9K ﹤0.01%
132
+102
624
$9K ﹤0.01%
+60
625
$9K ﹤0.01%
280
23 24
25
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