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
801
$4K ﹤0.01%
173
+133
802
$4K ﹤0.01%
185
803
$4K ﹤0.01%
123
+95
804
$4K ﹤0.01%
400
805
$4K ﹤0.01%
113
+89
806
$4K ﹤0.01%
44
+34
807
$4K ﹤0.01%
276
+212
808
$4K ﹤0.01%
500
809
$4K ﹤0.01%
67
+52
810
$4K ﹤0.01%
286
+219
811
$4K ﹤0.01%
68
812
$4K ﹤0.01%
171
+131
813
$4K ﹤0.01%
120
814
$4K ﹤0.01%
151
815
$4K ﹤0.01%
45
+30
816
$4K ﹤0.01%
23
817
$4K ﹤0.01%
173
+133
818
$4K ﹤0.01%
80
+62
819
$4K ﹤0.01%
232
+179
820
$3K ﹤0.01%
12
821
$3K ﹤0.01%
47
822
$3K ﹤0.01%
94
+72
823
$3K ﹤0.01%
31
+24
824
$3K ﹤0.01%
31
825
$3K ﹤0.01%
41
31 32
33
34 35