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
676
$7K ﹤0.01%
83
+64
677
$7K ﹤0.01%
61
-115
678
$7K ﹤0.01%
280
679
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53
+41
680
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256
+20
681
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+70
682
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156
+120
683
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100
684
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47
685
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146
+113
686
$7K ﹤0.01%
73
687
$7K ﹤0.01%
201
+155
688
$7K ﹤0.01%
364
-556
689
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37
690
$7K ﹤0.01%
265
+204
691
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200
692
$7K ﹤0.01%
179
+139
693
$7K ﹤0.01%
3,002
+2,202
694
$7K ﹤0.01%
94
+72
695
$7K ﹤0.01%
423
+328
696
$6K ﹤0.01%
77
+59
697
$6K ﹤0.01%
195
698
$6K ﹤0.01%
73
-1
699
$6K ﹤0.01%
100
-260
700
$6K ﹤0.01%
118
+91
26 27
28
29 30