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
$511M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.42M
3
+$2.73M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.6M
5
STE icon
Steris
STE
+$2.51M

Top Sells

1
+$7.17M
2
+$3.46M
3
+$1.76M
4
LLY icon
Eli Lilly
LLY
+$1.48M
5
BA icon
Boeing
BA
+$1.34M

Sector Composition

1 Technology 10.83%
2 Financials 8.16%
3 Healthcare 6.64%
4 Industrials 6.35%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.71%
18,219
-8,866
52
$3.38M 0.66%
52,648
+8,104
53
$3.37M 0.66%
79,093
-1,380
54
$3.37M 0.66%
25,529
+289
55
$3.37M 0.66%
36,900
-5,151
56
$3.3M 0.65%
29,225
-13,117
57
$3.25M 0.64%
66,127
-4,272
58
$3.16M 0.62%
48,075
-2,579
59
$3.14M 0.62%
37,938
-204
60
$3.08M 0.6%
26,622
-1,473
61
$3.07M 0.6%
20,361
-321
62
$3.06M 0.6%
18,738
-1,217
63
$3.04M 0.6%
70,335
-4,189
64
$3M 0.59%
31,986
-2,385
65
$2.99M 0.59%
25,830
-900
66
$2.96M 0.58%
26,631
-1,442
67
$2.9M 0.57%
48,627
+29
68
$2.88M 0.56%
16,040
+308
69
$2.82M 0.55%
186,524
-11,854
70
$2.73M 0.53%
+68,802
71
$2.73M 0.53%
111,981
-7,314
72
$2.68M 0.53%
8,700
-532
73
$2.6M 0.51%
11,216
-703
74
$2.51M 0.49%
19,178
-1,260
75
$2.51M 0.49%
+17,321
1 2
3
4 5