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
751
$5K ﹤0.01%
26
+20
752
$5K ﹤0.01%
83
753
$5K ﹤0.01%
50
754
$5K ﹤0.01%
50
+1
755
$5K ﹤0.01%
29
756
– –
0
757
$5K ﹤0.01%
463
+359
758
$5K ﹤0.01%
200
759
$5K ﹤0.01%
135
760
$5K ﹤0.01%
66
+51
761
$5K ﹤0.01%
208
762
$4K ﹤0.01%
51
+36
763
$4K ﹤0.01%
85
764
$4K ﹤0.01%
96
+74
765
$4K ﹤0.01%
257
766
$4K ﹤0.01%
57
+44
767
$4K ﹤0.01%
175
+136
768
$4K ﹤0.01%
293
769
$4K ﹤0.01%
200
770
$4K ﹤0.01%
73
+57
771
$4K ﹤0.01%
56
+43
772
$4K ﹤0.01%
69
+53
773
$4K ﹤0.01%
+185
774
$4K ﹤0.01%
35
-669
775
$4K ﹤0.01%
53
+41
29 30
31
32 33