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
651
$8K ﹤0.01%
300
652
$8K ﹤0.01%
12
+9
653
$8K ﹤0.01%
15
+12
654
$8K ﹤0.01%
228
+176
655
$8K ﹤0.01%
306
+6
656
$8K ﹤0.01%
+110
657
$8K ﹤0.01%
1,730
658
$8K ﹤0.01%
49
-113
659
$8K ﹤0.01%
37
+29
660
$7K ﹤0.01%
200
661
$7K ﹤0.01%
100
662
$7K ﹤0.01%
533
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663
$7K ﹤0.01%
250
664
$7K ﹤0.01%
232
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665
$7K ﹤0.01%
77
666
$7K ﹤0.01%
83
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667
$7K ﹤0.01%
61
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668
$7K ﹤0.01%
280
669
$7K ﹤0.01%
53
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670
$7K ﹤0.01%
256
+20
671
$7K ﹤0.01%
+70
672
$7K ﹤0.01%
156
+120
673
$7K ﹤0.01%
100
674
$7K ﹤0.01%
47
675
$7K ﹤0.01%
146
+113
25 26
27
28 29