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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+220
727
$2K ﹤0.01%
+17
728
$2K ﹤0.01%
+120
729
$2K ﹤0.01%
+69
730
$2K ﹤0.01%
+187
731
$2K ﹤0.01%
+55
732
$2K ﹤0.01%
+30
733
$2K ﹤0.01%
+46
734
$2K ﹤0.01%
+102
735
$2K ﹤0.01%
+74
736
$2K ﹤0.01%
+400
737
$2K ﹤0.01%
+384
738
$2K ﹤0.01%
+74
739
$2K ﹤0.01%
+800
740
$2K ﹤0.01%
+34
741
$2K ﹤0.01%
+113
742
$2K ﹤0.01%
+32
743
$2K ﹤0.01%
+49
744
$2K ﹤0.01%
+55
745
$2K ﹤0.01%
+39
746
$2K ﹤0.01%
+32
747
$2K ﹤0.01%
+50
748
$2K ﹤0.01%
+38
749
$2K ﹤0.01%
+84
750
$2K ﹤0.01%
+76
28 29
30
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