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
$537M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.44M
3
+$3.36M
4
HAL icon
Halliburton
HAL
+$2.94M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.64M

Top Sells

1
+$4.69M
2
+$3.89M
3
+$3.48M
4
PPL icon
PPL Corp
PPL
+$1.3M
5
SCS
Steelcase
SCS
+$1.19M

Sector Composition

1 Financials 12.89%
2 Technology 11.28%
3 Industrials 9.07%
4 Healthcare 7.48%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.41M 0.82%
60,839
-3,704
52
$4.33M 0.81%
27,220
-766
53
$4.13M 0.77%
79,604
-8,164
54
$4.08M 0.76%
36,578
-1,678
55
$3.99M 0.74%
62,403
-6,046
56
$3.75M 0.7%
76,661
+60,161
57
$3.57M 0.66%
13,277
-564
58
$3.5M 0.65%
25,031
-888
59
$3.47M 0.65%
57,685
-81
60
$3.4M 0.63%
40,500
-3,263
61
$3.35M 0.62%
32,086
-1,093
62
$3.33M 0.62%
26,103
-708
63
$3.2M 0.6%
30,042
-2,391
64
$2.94M 0.55%
23,141
-4,279
65
$2.86M 0.53%
56,333
+22,197
66
$2.71M 0.51%
79,004
-604
67
$2.65M 0.49%
38,972
-1,100
68
$2.65M 0.49%
59,000
-2,181
69
$2.64M 0.49%
40,986
-595
70
$2.58M 0.48%
19,135
-354
71
$2.57M 0.48%
33,485
-548
72
$2.55M 0.47%
13,432
+497
73
$2.37M 0.44%
14,729
-43
74
$2.35M 0.44%
49,122
-3,655
75
$2.28M 0.43%
43,148
-2,610
1 2
3
4 5