SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.38M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.06M

Top Sells

1
+$4.35M
2
+$1.51M
3
+$1.31M
4
APO icon
Apollo Global Management
APO
+$985K
5
VUG icon
Vanguard Growth ETF
VUG
+$790K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.85%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
32
+25
727
$5K ﹤0.01%
26
+20
728
– –
0
729
$5K ﹤0.01%
463
+359
730
$5K ﹤0.01%
83
731
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50
732
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50
+1
733
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29
734
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111
735
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116
+90
736
$5K ﹤0.01%
205
737
$5K ﹤0.01%
184
738
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218
739
$5K ﹤0.01%
200
740
$5K ﹤0.01%
+45
741
$5K ﹤0.01%
80
+62
742
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743
$5K ﹤0.01%
200
744
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135
745
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66
+51
746
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208
747
$5K ﹤0.01%
200
-400
748
$5K ﹤0.01%
+135
749
$5K ﹤0.01%
97
+69
750
$5K ﹤0.01%
200
+90
28 29
30
31 32