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
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.1M
3
+$2M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.95M 0.69%
63,075
-6,494
52
$3.94M 0.69%
125,985
-7,882
53
$3.88M 0.68%
45,077
-3,435
54
$3.87M 0.68%
95,650
-5,053
55
$3.87M 0.68%
26,299
-1,865
56
$3.86M 0.67%
64,773
-4,875
57
$3.73M 0.65%
267,966
-24,654
58
$3.65M 0.64%
32,244
-1,083
59
$3.41M 0.6%
24,705
-25
60
$3.4M 0.6%
37,178
-321
61
$3.37M 0.59%
155,285
-8,290
62
$3.35M 0.59%
23,518
-292
63
$3.31M 0.58%
95,005
+9,844
64
$3.25M 0.57%
80,199
-2,409
65
$3.22M 0.56%
62,790
-3,708
66
$3.19M 0.56%
59,414
+19,029
67
$3.16M 0.55%
254,955
-27,571
68
$3.15M 0.55%
75,249
+1,104
69
$3.07M 0.54%
111,879
+76,592
70
$2.94M 0.51%
52,644
+15,467
71
$2.9M 0.51%
39,427
+176
72
$2.84M 0.5%
7,632
+97
73
$2.75M 0.48%
44,247
-4,712
74
$2.71M 0.47%
50,776
+1,330
75
$2.71M 0.47%
17,349
-317
1 2
3
4 5