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
701
$6K ﹤0.01%
107
-917
702
$6K ﹤0.01%
183
-28,272
703
$6K ﹤0.01%
235
704
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70
-114
705
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197
-400
706
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707
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38
708
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1,500
709
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866
+669
710
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711
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55
+43
712
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61
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713
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106
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714
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88
+68
715
$6K ﹤0.01%
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716
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472
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717
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50
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718
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-1
719
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128
720
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66
721
$6K ﹤0.01%
175
722
$5K ﹤0.01%
50
+39
723
$5K ﹤0.01%
124
+96
724
$5K ﹤0.01%
+119
725
$5K ﹤0.01%
251
+194
27 28
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30 31