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
$460M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.49M
3
+$1.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$7.15M
2
+$1.29M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$994K

Sector Composition

1 Financials 13.36%
2 Technology 11.1%
3 Industrials 8.48%
4 Healthcare 8.04%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.8%
52,437
-3,203
52
$3.62M 0.79%
26,738
-1,727
53
$3.55M 0.77%
14,964
-398
54
$3.36M 0.73%
251,409
-4,081
55
$3.32M 0.72%
26,647
+11,468
56
$3.25M 0.71%
30,547
-271
57
$2.95M 0.64%
45,897
+15,590
58
$2.88M 0.63%
59,536
+11,472
59
$2.82M 0.61%
95,714
-5,050
60
$2.75M 0.6%
129,969
-3,435
61
$2.71M 0.59%
83,418
+24,191
62
$2.67M 0.58%
22,106
+5,881
63
$2.52M 0.55%
36,418
-616
64
$2.47M 0.54%
24,279
+9,791
65
$2.45M 0.53%
50,260
+19,284
66
$2.44M 0.53%
41,337
+18,663
67
$2.38M 0.52%
75,746
+6,212
68
$2.28M 0.5%
57,336
+35,277
69
$2.25M 0.49%
24,658
+1,283
70
$1.97M 0.43%
17,299
+322
71
$1.91M 0.42%
13,033
+1,398
72
$1.8M 0.39%
33,213
+4,046
73
$1.79M 0.39%
14,880
+2,544
74
$1.78M 0.39%
46,049
-7,887
75
$1.74M 0.38%
32,874
+3,429
1 2
3
4 5