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
676
$7K ﹤0.01%
179
+139
677
$7K ﹤0.01%
73
678
$7K ﹤0.01%
201
+155
679
$7K ﹤0.01%
168
+130
680
$7K ﹤0.01%
299
+230
681
$7K ﹤0.01%
8
682
$7K ﹤0.01%
406
-603
683
$7K ﹤0.01%
423
+328
684
$7K ﹤0.01%
3,002
+2,202
685
$7K ﹤0.01%
+136
686
$7K ﹤0.01%
259
-2,264
687
$7K ﹤0.01%
348
+80
688
$7K ﹤0.01%
172
+133
689
$7K ﹤0.01%
94
+72
690
$7K ﹤0.01%
222
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691
$7K ﹤0.01%
240
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692
$7K ﹤0.01%
364
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693
$7K ﹤0.01%
37
694
$7K ﹤0.01%
265
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695
$7K ﹤0.01%
125
696
$6K ﹤0.01%
50
+43
697
$6K ﹤0.01%
73
-1
698
$6K ﹤0.01%
100
-260
699
$6K ﹤0.01%
118
+91
700
$6K ﹤0.01%
175
26 27
28
29 30