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
$783M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.94M
3
+$1.55M
4
THC icon
Tenet Healthcare
THC
+$1.53M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$896K

Top Sells

1
+$3.8M
2
+$2.51M
3
+$2.07M
4
VZ icon
Verizon
VZ
+$1.33M
5
CE icon
Celanese
CE
+$1M

Sector Composition

1 Technology 15.92%
2 Financials 6.06%
3 Healthcare 4.9%
4 Communication Services 4.14%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.59M 0.59%
48,625
-42
52
$4.57M 0.58%
91,676
-757
53
$4.54M 0.58%
19,506
+393
54
$4.51M 0.58%
14,265
-155
55
$4.5M 0.57%
133,081
-1,470
56
$4.43M 0.57%
46,663
+2,164
57
$4.38M 0.56%
117,769
+382
58
$4.1M 0.52%
58,366
+1,744
59
$4.07M 0.52%
26,921
-98
60
$4.02M 0.51%
7,551
+26
61
$4M 0.51%
56,916
+230
62
$3.84M 0.49%
38,393
+1,243
63
$3.82M 0.49%
20,730
-4
64
$3.82M 0.49%
75,387
+955
65
$3.82M 0.49%
10,816
+103
66
$3.71M 0.47%
57,040
+712
67
$3.67M 0.47%
50,544
-683
68
$3.66M 0.47%
70,130
-413
69
$3.66M 0.47%
25,412
-231
70
$3.66M 0.47%
14,406
-288
71
$3.63M 0.46%
96,606
-4,126
72
$3.6M 0.46%
7,439
-16
73
$3.47M 0.44%
17,502
-202
74
$3.37M 0.43%
30,826
-389
75
$3.35M 0.43%
36,234
+3,799
1 2
3
4 5