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
+$2.1M
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 6.85%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
143
-2,170
852
$3K ﹤0.01%
94
+72
853
$3K ﹤0.01%
31
+24
854
$3K ﹤0.01%
31
855
$3K ﹤0.01%
41
856
$3K ﹤0.01%
74
857
$3K ﹤0.01%
167
+129
858
$3K ﹤0.01%
25
859
$3K ﹤0.01%
37
860
$3K ﹤0.01%
15
+12
861
$3K ﹤0.01%
161
+124
862
$3K ﹤0.01%
74
+57
863
$3K ﹤0.01%
118
+91
864
$3K ﹤0.01%
43
+33
865
$3K ﹤0.01%
300
866
$2K ﹤0.01%
55
867
$2K ﹤0.01%
39
+30
868
$2K ﹤0.01%
66
+51
869
$2K ﹤0.01%
21
+16
870
$2K ﹤0.01%
69
871
$2K ﹤0.01%
55
-500
872
$2K ﹤0.01%
76
873
$2K ﹤0.01%
384
874
$2K ﹤0.01%
75
875
$2K ﹤0.01%
24
33 34
35
36 37