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
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.21M
3
+$3.21M
4
PPC icon
Pilgrim's Pride
PPC
+$2.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M

Top Sells

1
+$6.32M
2
+$5.13M
3
+$4.29M
4
KO icon
Coca-Cola
KO
+$3.33M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.62M

Sector Composition

1 Technology 13.67%
2 Financials 6.2%
3 Healthcare 5.63%
4 Communication Services 4.09%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.21M 0.57%
132,046
+960
52
$4.17M 0.56%
55,146
-3,220
53
$4.13M 0.56%
43,059
-3,604
54
$4.1M 0.55%
57,123
+207
55
$3.98M 0.54%
15,663
+120
56
$3.92M 0.53%
139,121
-26,028
57
$3.86M 0.52%
55,395
-1,645
58
$3.8M 0.51%
30,732
-94
59
$3.76M 0.51%
18,212
-1,294
60
$3.76M 0.51%
29,292
+3,890
61
$3.73M 0.5%
57,144
+28,004
62
$3.71M 0.5%
7,662
+111
63
$3.71M 0.5%
72,865
-2,522
64
$3.67M 0.5%
68,050
-2,080
65
$3.64M 0.49%
98,748
+2,142
66
$3.61M 0.49%
19,582
-1,148
67
$3.6M 0.49%
35,951
-2,442
68
$3.59M 0.48%
108,254
-24,827
69
$3.53M 0.48%
25,944
+532
70
$3.49M 0.47%
50,169
-375
71
$3.44M 0.46%
26,954
+33
72
$3.43M 0.46%
+20,068
73
$3.4M 0.46%
35,687
-547
74
$3.36M 0.45%
10,895
+79
75
$3.32M 0.45%
13,560
-846
1 2
3
4 5