SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.93M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
BGC icon
BGC Group
BGC
+$1.1M

Top Sells

1
+$6.34M
2
+$4.14M
3
+$1.93M
4
PNC icon
PNC Financial Services
PNC
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K

Sector Composition

1 Financials 13.03%
2 Technology 10.6%
3 Healthcare 8.34%
4 Industrials 7.81%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.81%
26,888
+150
52
$3.81M 0.81%
59,007
+13,110
53
$3.76M 0.79%
52,147
-290
54
$3.48M 0.73%
14,282
-682
55
$3.47M 0.73%
26,210
-437
56
$3.41M 0.72%
31,963
+1,416
57
$3.27M 0.69%
26,163
+4,057
58
$3.19M 0.67%
78,102
+20,766
59
$3.15M 0.67%
30,598
+6,319
60
$3.12M 0.66%
131,206
+1,237
61
$3.1M 0.65%
257,705
+6,296
62
$2.6M 0.55%
81,612
-1,806
63
$2.55M 0.54%
36,376
-42
64
$2.5M 0.53%
51,482
-8,054
65
$2.39M 0.51%
41,981
+644
66
$2.34M 0.49%
19,886
+7,963
67
$2.25M 0.48%
18,919
+1,620
68
$2.23M 0.47%
95,673
-41
69
$2.21M 0.47%
23,949
-709
70
$2.12M 0.45%
36,713
+3,500
71
$2.09M 0.44%
46,791
-3,469
72
$2.05M 0.43%
13,354
+321
73
$1.95M 0.41%
47,071
+11,346
74
$1.91M 0.4%
34,032
+1,158
75
$1.89M 0.4%
10,860
+147
1 2
3
4 5