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
$534M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.15M
3
+$1.7M
4
RF icon
Regions Financial
RF
+$1.63M
5
QRVO icon
Qorvo
QRVO
+$1.36M

Top Sells

1
+$2.15M
2
+$1.79M
3
+$1.57M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.31M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1M

Sector Composition

1 Technology 12.25%
2 Financials 6.76%
3 Healthcare 6.15%
4 Communication Services 4.73%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.06M 0.57%
12,546
-266
52
$3.05M 0.57%
71,992
+712
53
$2.94M 0.55%
50,386
+439
54
$2.93M 0.55%
9,585
+584
55
$2.92M 0.55%
25,827
+2,183
56
$2.88M 0.54%
49,544
+1,952
57
$2.82M 0.53%
10,022
-32
58
$2.76M 0.52%
25,445
+589
59
$2.61M 0.49%
128,403
-251
60
$2.61M 0.49%
18,594
-337
61
$2.59M 0.49%
15,782
+384
62
$2.56M 0.48%
50,176
+2,440
63
$2.52M 0.47%
48,472
-2,634
64
$2.49M 0.47%
7,683
-32
65
$2.46M 0.46%
24,092
+2,578
66
$2.45M 0.46%
8,932
-712
67
$2.44M 0.46%
32,827
+1,723
68
$2.37M 0.44%
26,354
+3,445
69
$2.3M 0.43%
12,081
-273
70
$2.22M 0.42%
22,413
+556
71
$2.19M 0.41%
13,336
+482
72
$2.17M 0.41%
130,502
+17,758
73
$2.14M 0.4%
19,724
-1,603
74
$2.1M 0.39%
41,475
-409
75
$2.1M 0.39%
40,591
+2,200
1 2
3
4 5