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
$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
+$2.1M
3
+$2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
131
727
$5K ﹤0.01%
76
728
$5K ﹤0.01%
261
+201
729
$5K ﹤0.01%
152
-46
730
$5K ﹤0.01%
200
731
$5K ﹤0.01%
47
732
$5K ﹤0.01%
+1,100
733
$5K ﹤0.01%
88
+68
734
$5K ﹤0.01%
200
-400
735
$5K ﹤0.01%
+135
736
$5K ﹤0.01%
97
+69
737
$5K ﹤0.01%
124
+96
738
$5K ﹤0.01%
+119
739
$5K ﹤0.01%
111
740
$5K ﹤0.01%
50
+39
741
$5K ﹤0.01%
251
+194
742
$5K ﹤0.01%
32
+25
743
$5K ﹤0.01%
116
+90
744
$5K ﹤0.01%
205
745
$5K ﹤0.01%
184
746
$5K ﹤0.01%
218
747
$5K ﹤0.01%
200
748
$5K ﹤0.01%
+45
749
$5K ﹤0.01%
80
+62
750
$5K ﹤0.01%
240
28 29
30
31 32