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
851
$3K ﹤0.01%
31
852
$3K ﹤0.01%
41
853
$3K ﹤0.01%
74
854
$3K ﹤0.01%
25
855
$3K ﹤0.01%
37
856
$3K ﹤0.01%
15
+12
857
$3K ﹤0.01%
161
+124
858
$3K ﹤0.01%
39
+30
859
$3K ﹤0.01%
167
+129
860
$3K ﹤0.01%
92
-53
861
$3K ﹤0.01%
195
862
$3K ﹤0.01%
70
+54
863
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100
-50
864
$3K ﹤0.01%
43
+33
865
$3K ﹤0.01%
300
866
$2K ﹤0.01%
100
867
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82
868
$2K ﹤0.01%
45
+34
869
$2K ﹤0.01%
14
870
$2K ﹤0.01%
100
+78
871
$2K ﹤0.01%
79
872
$2K ﹤0.01%
55
873
$2K ﹤0.01%
384
874
$2K ﹤0.01%
75
875
$2K ﹤0.01%
25
-2
33 34
35
36 37