SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$948K
3
+$720K
4
SLB icon
SLB Ltd
SLB
+$554K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$523K

Top Sells

1
+$1.28M
2
+$384K
3
+$351K
4
AAPL icon
Apple
AAPL
+$341K
5
DVY icon
iShares Select Dividend ETF
DVY
+$301K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.76M 0.7%
17,922
-297
52
$3.72M 0.7%
104,271
-1,012
53
$3.71M 0.69%
10,799
-164
54
$3.58M 0.67%
54,555
+1,907
55
$3.55M 0.66%
79,883
+790
56
$3.49M 0.65%
85,623
-1,350
57
$3.44M 0.64%
36,755
-145
58
$3.29M 0.62%
69,290
-1,045
59
$3.24M 0.6%
38,059
+121
60
$3.21M 0.6%
17,106
+1,066
61
$3.2M 0.6%
20,175
-186
62
$3.16M 0.59%
27,081
+459
63
$3.13M 0.59%
9,739
+1,039
64
$3.08M 0.57%
25,820
-10
65
$3.06M 0.57%
31,484
-502
66
$2.99M 0.56%
106,090
-5,891
67
$2.98M 0.56%
48,604
-23
68
$2.91M 0.54%
70,043
+1,241
69
$2.9M 0.54%
26,157
-474
70
$2.76M 0.52%
17,943
-795
71
$2.73M 0.51%
45,252
-2,823
72
$2.72M 0.51%
174,684
-11,840
73
$2.61M 0.49%
17,121
-200
74
$2.57M 0.48%
17,219
-1,959
75
$2.46M 0.46%
11,254
+38
1 2
3
4 5