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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
+20
802
$1K ﹤0.01%
+10
803
$1K ﹤0.01%
+113
804
$1K ﹤0.01%
+12
805
$1K ﹤0.01%
+42
806
$1K ﹤0.01%
+59
807
$1K ﹤0.01%
+83
808
$1K ﹤0.01%
+14
809
$1K ﹤0.01%
+12
810
$1K ﹤0.01%
+10
811
$1K ﹤0.01%
+15
812
$1K ﹤0.01%
+13
813
$1K ﹤0.01%
+64
814
$1K ﹤0.01%
+50
815
$1K ﹤0.01%
+34
816
$1K ﹤0.01%
+99
817
$1K ﹤0.01%
+38
818
$1K ﹤0.01%
+8
819
$1K ﹤0.01%
+10
820
$1K ﹤0.01%
+28
821
$1K ﹤0.01%
+18
822
$1K ﹤0.01%
+13
823
$1K ﹤0.01%
+30
824
$1K ﹤0.01%
+22
825
$1K ﹤0.01%
+20
31 32
33
34 35