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
$449M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.25M
3
+$1.58M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.56M
5
AMZN icon
Amazon
AMZN
+$1.33M

Top Sells

1
+$3.22M
2
+$2.57M
3
+$1.8M
4
COF icon
Capital One
COF
+$1.76M
5
PG icon
Procter & Gamble
PG
+$1.66M

Sector Composition

1 Technology 12.13%
2 Healthcare 6.37%
3 Financials 5.42%
4 Industrials 5.33%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.6%
25,854
+913
52
$2.69M 0.6%
59,296
-6,814
53
$2.68M 0.6%
85,278
-36,341
54
$2.62M 0.58%
4,303
-495
55
$2.6M 0.58%
13,856
-1,716
56
$2.48M 0.55%
141,738
-16,749
57
$2.4M 0.53%
37,130
-4,348
58
$2.37M 0.53%
76,888
-13,002
59
$2.35M 0.52%
57,989
-5,603
60
$2.35M 0.52%
28,773
-1,405
61
$2.33M 0.52%
15,712
-10,512
62
$2.31M 0.52%
53,300
-24,188
63
$2.27M 0.51%
87,913
-11,798
64
$2.27M 0.51%
20,496
+322
65
$2.14M 0.48%
147,295
-17,560
66
$2.13M 0.47%
9,899
-373
67
$2.12M 0.47%
13,589
-1,737
68
$2.07M 0.46%
37,479
+22,705
69
$2M 0.44%
59,506
-10,576
70
$1.96M 0.44%
41,103
-5
71
$1.9M 0.42%
84,811
-11,337
72
$1.88M 0.42%
7,873
+456
73
$1.84M 0.41%
27,277
+16,777
74
$1.8M 0.4%
33,565
-5,254
75
$1.8M 0.4%
8,583
-364
1 2
3
4 5