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
$594M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.27M
3
+$3.27M
4
DFS
Discover Financial Services
DFS
+$2.84M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$2.48M

Top Sells

1
+$4.71M
2
+$3.47M
3
+$3.39M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.69M
5
NOC icon
Northrop Grumman
NOC
+$2.43M

Sector Composition

1 Technology 13.23%
2 Healthcare 6.44%
3 Financials 5.29%
4 Industrials 4.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.58%
20,785
+114
52
$3.46M 0.58%
25,795
-412
53
$3.45M 0.58%
33,377
+3,452
54
$3.35M 0.56%
132,280
+2,622
55
$3.3M 0.56%
15,565
+2,205
56
$3.27M 0.55%
+49,243
57
$3.27M 0.55%
+12,843
58
$3.26M 0.55%
3,965
+11
59
$3.17M 0.53%
49,370
-730
60
$3.13M 0.53%
29,648
-243
61
$3.08M 0.52%
52,696
+2,766
62
$3M 0.51%
30,227
-1,838
63
$2.91M 0.49%
130,773
+15,409
64
$2.87M 0.48%
18,977
-7,698
65
$2.85M 0.48%
26,877
+118
66
$2.84M 0.48%
95,978
-2,370
67
$2.84M 0.48%
+28,728
68
$2.75M 0.46%
114,159
+30,783
69
$2.7M 0.46%
9,160
-31
70
$2.69M 0.45%
69,123
+5,757
71
$2.65M 0.45%
53,311
+38
72
$2.64M 0.45%
44,751
+231
73
$2.64M 0.44%
36,237
-6,435
74
$2.63M 0.44%
34,468
-506
75
$2.62M 0.44%
50,103
+725
1 2
3
4 5