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
626
$9K ﹤0.01%
148
627
$9K ﹤0.01%
232
628
$9K ﹤0.01%
44
629
$9K ﹤0.01%
285
+230
630
$9K ﹤0.01%
140
631
$9K ﹤0.01%
300
632
$9K ﹤0.01%
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-120
633
$9K ﹤0.01%
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634
$9K ﹤0.01%
101
+79
635
$9K ﹤0.01%
75
636
$9K ﹤0.01%
147
637
$9K ﹤0.01%
983
+758
638
$8K ﹤0.01%
572
+444
639
$8K ﹤0.01%
517
640
$8K ﹤0.01%
+170
641
$8K ﹤0.01%
387
+297
642
$8K ﹤0.01%
+71
643
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24
+19
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$8K ﹤0.01%
100
645
$8K ﹤0.01%
351
-104
646
$8K ﹤0.01%
107
647
$8K ﹤0.01%
568
648
$8K ﹤0.01%
128
+99
649
$8K ﹤0.01%
+258
650
$8K ﹤0.01%
133
24 25
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