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
751
$5K ﹤0.01%
74
+57
752
$5K ﹤0.01%
500
-660
753
$5K ﹤0.01%
87
-12,877
754
$5K ﹤0.01%
131
755
$5K ﹤0.01%
76
756
$5K ﹤0.01%
261
+201
757
$5K ﹤0.01%
152
-46
758
$5K ﹤0.01%
200
759
$5K ﹤0.01%
47
760
$5K ﹤0.01%
+1,100
761
$5K ﹤0.01%
88
+68
762
$4K ﹤0.01%
54
763
$4K ﹤0.01%
79
+61
764
$4K ﹤0.01%
58
+44
765
$4K ﹤0.01%
51
+39
766
$4K ﹤0.01%
51
+39
767
$4K ﹤0.01%
31
+24
768
$4K ﹤0.01%
81
+59
769
$4K ﹤0.01%
32
-383
770
$4K ﹤0.01%
60
771
$4K ﹤0.01%
113
+89
772
$4K ﹤0.01%
56
+43
773
$4K ﹤0.01%
69
+53
774
$4K ﹤0.01%
+185
775
$4K ﹤0.01%
35
-669
29 30
31
32 33