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
801
$4K ﹤0.01%
200
802
$4K ﹤0.01%
152
803
$4K ﹤0.01%
57
+44
804
$4K ﹤0.01%
192
+1
805
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18
806
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145
+112
807
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100
808
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191
+147
809
$4K ﹤0.01%
216
810
$4K ﹤0.01%
44
811
$4K ﹤0.01%
156
-1,439
812
$4K ﹤0.01%
180
+139
813
$4K ﹤0.01%
131
+101
814
$4K ﹤0.01%
20
+15
815
$4K ﹤0.01%
180
+140
816
$4K ﹤0.01%
67
817
$4K ﹤0.01%
73
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818
$4K ﹤0.01%
173
+133
819
$4K ﹤0.01%
185
820
$3K ﹤0.01%
74
+57
821
$3K ﹤0.01%
118
+91
822
$3K ﹤0.01%
89
+58
823
$3K ﹤0.01%
68
+53
824
$3K ﹤0.01%
13
825
$3K ﹤0.01%
84
31 32
33
34 35