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
876
$2K ﹤0.01%
14
877
$2K ﹤0.01%
50
878
$2K ﹤0.01%
55
879
$2K ﹤0.01%
39
+30
880
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66
+51
881
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21
+16
882
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69
883
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55
-500
884
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76
885
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24
886
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86
887
$2K ﹤0.01%
47
888
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66
+51
889
$2K ﹤0.01%
126
890
$1K ﹤0.01%
30
891
$1K ﹤0.01%
48
892
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16
893
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20
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80
895
$1K ﹤0.01%
400
896
$1K ﹤0.01%
+101
897
$1K ﹤0.01%
44
-30
898
$1K ﹤0.01%
+300
899
$1K ﹤0.01%
+500
900
$1K ﹤0.01%
47
-200
34 35
36
37 38