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
901
$1K ﹤0.01%
8
902
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47
903
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56
904
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22
905
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50
906
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907
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15
908
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10
909
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83
910
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+400
911
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166
-1
912
$1K ﹤0.01%
134
913
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100
914
– –
-93
915
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916
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917
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-3
918
$0 ﹤0.01%
39
919
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920
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921
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922
$0 ﹤0.01%
25
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923
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-53
924
$0 ﹤0.01%
1
925
– –
-500
35 36
37
38 39