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
826
$3K ﹤0.01%
29
-3
827
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27
+21
828
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829
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187
830
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-1
831
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+100
832
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12
833
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47
834
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231
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835
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39
+30
836
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20
837
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32
+24
838
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43
839
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41
+32
840
$3K ﹤0.01%
+65
841
$3K ﹤0.01%
36
842
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70
843
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621
844
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42
845
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45
846
$3K ﹤0.01%
29
847
$3K ﹤0.01%
75
848
$3K ﹤0.01%
143
-2,170
849
$3K ﹤0.01%
94
+72
850
$3K ﹤0.01%
31
+24
32 33
34
35 36