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
701
$6K ﹤0.01%
77
+59
702
$6K ﹤0.01%
107
-917
703
$6K ﹤0.01%
183
-28,272
704
$6K ﹤0.01%
235
705
$6K ﹤0.01%
70
-114
706
$6K ﹤0.01%
197
-400
707
$6K ﹤0.01%
214
708
$6K ﹤0.01%
38
709
$6K ﹤0.01%
1,500
710
$6K ﹤0.01%
866
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711
$6K ﹤0.01%
100
712
$6K ﹤0.01%
55
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713
$6K ﹤0.01%
61
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714
$6K ﹤0.01%
106
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715
$6K ﹤0.01%
88
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716
$6K ﹤0.01%
200
717
$6K ﹤0.01%
472
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718
$6K ﹤0.01%
195
719
$6K ﹤0.01%
87
-1
720
$6K ﹤0.01%
128
721
$6K ﹤0.01%
66
722
$5K ﹤0.01%
200
+90
723
$5K ﹤0.01%
74
+57
724
$5K ﹤0.01%
500
-660
725
$5K ﹤0.01%
87
-12,877
27 28
29
30 31