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
776
$4K ﹤0.01%
119
+92
777
$4K ﹤0.01%
152
778
$4K ﹤0.01%
57
+44
779
$4K ﹤0.01%
192
+1
780
$4K ﹤0.01%
18
781
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145
+112
782
$4K ﹤0.01%
100
783
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191
+147
784
$4K ﹤0.01%
216
785
$4K ﹤0.01%
44
786
$4K ﹤0.01%
156
-1,439
787
$4K ﹤0.01%
54
788
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79
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789
$4K ﹤0.01%
180
+139
790
$4K ﹤0.01%
131
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791
$4K ﹤0.01%
20
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792
$4K ﹤0.01%
180
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793
$4K ﹤0.01%
58
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794
$4K ﹤0.01%
51
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795
$4K ﹤0.01%
51
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796
$4K ﹤0.01%
31
+24
797
$4K ﹤0.01%
81
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798
$4K ﹤0.01%
32
-383
799
$4K ﹤0.01%
60
800
$4K ﹤0.01%
67
30 31
32
33 34