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
$452M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.83M
3
+$1.75M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.68M
5
FSLR icon
First Solar
FSLR
+$1.63M

Top Sells

1
+$4.03M
2
+$3.58M
3
+$2M
4
DFS
Discover Financial Services
DFS
+$1.8M
5
APD icon
Air Products & Chemicals
APD
+$1.53M

Sector Composition

1 Technology 12.08%
2 Healthcare 6.63%
3 Financials 5.11%
4 Consumer Discretionary 4.85%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.55%
8,869
-1,272
52
$2.47M 0.55%
43,321
+5,842
53
$2.45M 0.54%
73,396
-3,492
54
$2.42M 0.54%
133,163
-8,575
55
$2.41M 0.53%
4,103
-200
56
$2.4M 0.53%
21,767
+1,271
57
$2.38M 0.53%
51,948
-1,352
58
$2.31M 0.51%
33,876
+6,599
59
$2.28M 0.5%
9,906
+7
60
$2.27M 0.5%
19,403
-876
61
$2.24M 0.5%
12,620
-969
62
$2.21M 0.49%
54,513
-3,476
63
$2.19M 0.48%
81,868
-6,045
64
$2.16M 0.48%
50,551
+43,051
65
$2.15M 0.48%
80,375
-4,436
66
$2.14M 0.47%
13,591
-611
67
$2.11M 0.47%
15,111
-601
68
$2.04M 0.45%
50,040
-1,670
69
$1.95M 0.43%
34,548
-2,582
70
$1.92M 0.43%
23,209
-12,623
71
$1.89M 0.42%
26,979
-1,794
72
$1.84M 0.41%
8,215
-368
73
$1.83M 0.4%
+43,934
74
$1.74M 0.39%
42,160
+112
75
$1.73M 0.38%
108,672
-4,816
1 2
3
4 5