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
$741M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$3.95M
3
+$3.79M
4
UTHR icon
United Therapeutics
UTHR
+$3.28M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.55M

Top Sells

1
+$3.15M
2
+$2.53M
3
+$1.93M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.64M

Sector Composition

1 Technology 15.2%
2 Healthcare 6.02%
3 Financials 5.59%
4 Communication Services 4.02%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.56%
56,810
-1,084
52
$4.04M 0.55%
64,497
-552
53
$3.98M 0.54%
101,643
-3,956
54
$3.91M 0.53%
15,406
-102
55
$3.91M 0.53%
26,911
-141
56
$3.91M 0.53%
22,221
-445
57
$3.89M 0.53%
107,886
-364
58
$3.85M 0.52%
75,802
-753
59
$3.83M 0.52%
40,442
+3,858
60
$3.82M 0.52%
71,428
-884
61
$3.8M 0.51%
8,112
+82
62
$3.79M 0.51%
+115,162
63
$3.78M 0.51%
58,219
-1,164
64
$3.77M 0.51%
14,364
-188
65
$3.65M 0.49%
42,486
+77
66
$3.53M 0.48%
15,394
-2,000
67
$3.51M 0.47%
35,097
+2,686
68
$3.46M 0.47%
25,983
-235
69
$3.42M 0.46%
51,269
-414
70
$3.38M 0.46%
131,608
+3,162
71
$3.38M 0.46%
18,544
-2,854
72
$3.36M 0.45%
56,517
-166
73
$3.33M 0.45%
7,426
-55
74
$3.28M 0.44%
+10,300
75
$3.21M 0.43%
5,786
-108
1 2
3
4 5