SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$5.07M
3
+$4.14M
4
VOYA icon
Voya Financial
VOYA
+$4.13M
5
COF icon
Capital One
COF
+$3.67M

Top Sells

1
+$5.73M
2
+$4.96M
3
+$4.89M
4
JBLU icon
JetBlue
JBLU
+$4.62M
5
WFC icon
Wells Fargo
WFC
+$3.63M

Sector Composition

1 Financials 13.36%
2 Technology 11.8%
3 Healthcare 8.71%
4 Consumer Discretionary 6.55%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.33%
9,404
+1,562
77
$1.35M 0.32%
25,748
+4,378
78
$1.32M 0.31%
7,231
+1,416
79
$1.3M 0.31%
13,353
+2,845
80
$1.27M 0.3%
25,699
+5,441
81
$1.26M 0.3%
24,580
+4,488
82
$1.22M 0.29%
15,132
-10,187
83
$1.2M 0.28%
37,911
+5,352
84
$1.18M 0.28%
49,590
+10,902
85
$1.13M 0.27%
19,543
+1,246
86
$1.12M 0.26%
10,736
+2,712
87
$1.12M 0.26%
29,230
+5,530
88
$1.1M 0.26%
12,257
+262
89
$1.1M 0.26%
50,684
+9,547
90
$1.07M 0.25%
73,783
+18,804
91
$1.06M 0.25%
8,220
-321
92
$1.03M 0.24%
34,761
+7,528
93
$1.03M 0.24%
29,812
+5,992
94
$1.01M 0.24%
4,228
+889
95
$971K 0.23%
65,929
+14,112
96
$937K 0.22%
7,406
-381
97
$907K 0.21%
45,867
+6,716
98
$846K 0.2%
6,598
+132
99
$802K 0.19%
8,361
-629
100
$766K 0.18%
5,299
+300
2 3
4
5 6