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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.35M 0.78%
68,620
+3,156
52
$4.29M 0.77%
+38,216
53
$4.28M 0.77%
103,551
-3,065
54
$3.83M 0.69%
35,004
-1,574
55
$3.82M 0.69%
129,814
+74,618
56
$3.78M 0.68%
80,614
+3,953
57
$3.77M 0.68%
60,657
-182
58
$3.76M 0.68%
72,314
-7,290
59
$3.54M 0.64%
56,196
-6,207
60
$3.53M 0.64%
184,018
+111,176
61
$3.28M 0.59%
12,365
-912
62
$3.24M 0.58%
25,029
-1,074
63
$3.19M 0.57%
30,482
+440
64
$3.17M 0.57%
24,779
-252
65
$2.91M 0.52%
35,551
-4,949
66
$2.88M 0.52%
64,989
+5,989
67
$2.83M 0.51%
31,783
-303
68
$2.79M 0.5%
70,918
+42,346
69
$2.74M 0.49%
93,342
+54,833
70
$2.55M 0.46%
39,076
-1,910
71
$2.54M 0.46%
41,220
+2,248
72
$2.52M 0.45%
52,749
+3,627
73
$2.52M 0.45%
74,742
-4,262
74
$2.51M 0.45%
+27,392
75
$2.48M 0.45%
32,177
-1,308
1 2
3
4 5