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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.54%
+30,406
52
$3.14M 0.54%
+22,476
53
$3.04M 0.52%
+54,734
54
$2.97M 0.51%
19,891
+2,359
55
$2.96M 0.51%
50,527
+42
56
$2.89M 0.5%
56,661
+2,452
57
$2.89M 0.5%
+105,817
58
$2.88M 0.5%
+26,408
59
$2.73M 0.47%
+7,576
60
$2.71M 0.47%
128,886
-464
61
$2.65M 0.46%
+16,387
62
$2.64M 0.46%
48,883
-1,021
63
$2.58M 0.45%
+32,704
64
$2.53M 0.44%
+23,378
65
$2.48M 0.43%
12,119
+40
66
$2.44M 0.42%
+41,796
67
$2.41M 0.42%
+48,208
68
$2.38M 0.41%
+8,500
69
$2.38M 0.41%
+20,637
70
$2.37M 0.41%
21,903
-24
71
$2.35M 0.4%
3,874
+11
72
$2.28M 0.39%
+106,240
73
$2.28M 0.39%
41,867
+1,849
74
$2.27M 0.39%
+19,173
75
$2.26M 0.39%
22,159
+689
1 2
3
4 5