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
876
$2K ﹤0.01%
86
877
$2K ﹤0.01%
47
878
$2K ﹤0.01%
66
+51
879
$2K ﹤0.01%
126
880
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25
-2
881
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14
882
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50
883
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100
884
$2K ﹤0.01%
82
885
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45
+34
886
$2K ﹤0.01%
14
887
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100
+78
888
$2K ﹤0.01%
79
889
$2K ﹤0.01%
55
890
$1K ﹤0.01%
30
891
$1K ﹤0.01%
48
892
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16
893
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20
-26
894
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80
895
$1K ﹤0.01%
400
896
$1K ﹤0.01%
+101
897
$1K ﹤0.01%
83
898
$1K ﹤0.01%
166
-1
899
$1K ﹤0.01%
134
900
$1K ﹤0.01%
100
34 35
36
37 38