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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.43M 0.87%
68,449
+9,442
52
$4.39M 0.86%
68,024
+1,459
53
$4.24M 0.83%
27,986
+405
54
$4.17M 0.82%
27,563
+675
55
$4.04M 0.79%
38,256
+7,658
56
$3.94M 0.77%
280,304
+22,599
57
$3.71M 0.73%
43,763
-3,391
58
$3.5M 0.69%
13,841
-441
59
$3.48M 0.68%
134,633
+3,427
60
$3.47M 0.68%
32,433
+470
61
$3.42M 0.67%
27,420
+1,257
62
$3.38M 0.66%
24,170
+11,306
63
$3.37M 0.66%
25,919
-291
64
$3.26M 0.64%
26,811
+6,925
65
$2.7M 0.53%
79,608
-2,004
66
$2.66M 0.52%
61,181
+14,110
67
$2.58M 0.51%
41,581
+4,868
68
$2.56M 0.5%
52,777
+1,295
69
$2.53M 0.5%
34,033
-2,343
70
$2.44M 0.48%
19,489
+570
71
$2.4M 0.47%
40,072
-1,909
72
$2.26M 0.44%
45,758
-1,033
73
$2.25M 0.44%
14,772
+5,536
74
$2.12M 0.41%
22,592
-1,357
75
$2.12M 0.41%
12,935
-419
1 2
3
4 5