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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.56%
17,394
-641
52
$4.09M 0.56%
22,666
-932
53
$4.08M 0.56%
108,250
+2,655
54
$4.08M 0.56%
51,683
+517
55
$4.06M 0.56%
14,552
-593
56
$4.03M 0.55%
15,508
-2,891
57
$3.97M 0.55%
27,052
+532
58
$3.91M 0.54%
59,383
+2,082
59
$3.88M 0.53%
76,555
-4,104
60
$3.87M 0.53%
4,020
+78
61
$3.86M 0.53%
18,525
-3,039
62
$3.85M 0.53%
5,255
+4,614
63
$3.73M 0.51%
72,312
-551
64
$3.57M 0.49%
7,481
+126
65
$3.49M 0.48%
26,218
+543
66
$3.47M 0.48%
36,584
+5,667
67
$3.47M 0.48%
22,250
-841
68
$3.46M 0.48%
25,843
+169
69
$3.36M 0.46%
+24,374
70
$3.36M 0.46%
8,030
+122
71
$3.33M 0.46%
48,802
+9,521
72
$3.32M 0.46%
27,437
-206
73
$3.31M 0.46%
+128,446
74
$3.29M 0.45%
56,683
+845
75
$3.25M 0.45%
32,411
+1,548
1 2
3
4 5