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
776
$4K ﹤0.01%
53
+41
777
$4K ﹤0.01%
51
+36
778
$4K ﹤0.01%
85
779
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96
+74
780
$4K ﹤0.01%
257
781
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57
+44
782
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175
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783
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293
784
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123
+95
785
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400
786
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44
+34
787
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276
+212
788
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500
789
$4K ﹤0.01%
67
+52
790
$4K ﹤0.01%
286
+219
791
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68
792
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794
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151
795
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45
+30
796
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23
797
$4K ﹤0.01%
173
+133
798
$4K ﹤0.01%
80
+62
799
$4K ﹤0.01%
232
+179
800
$4K ﹤0.01%
119
+92
30 31
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