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
$473M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.93M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
BGC icon
BGC Group
BGC
+$1.1M

Top Sells

1
+$6.34M
2
+$4.14M
3
+$1.93M
4
PNC icon
PNC Financial Services
PNC
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K

Sector Composition

1 Financials 13.03%
2 Technology 10.6%
3 Healthcare 8.34%
4 Industrials 7.81%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.39%
64,103
-11,643
77
$1.7M 0.36%
43,464
-2,585
78
$1.67M 0.35%
9,668
+214
79
$1.64M 0.35%
12,864
+388
80
$1.6M 0.34%
48,894
-1,196
81
$1.55M 0.33%
60,057
+1,664
82
$1.52M 0.32%
17,395
+113
83
$1.51M 0.32%
20,330
84
$1.49M 0.31%
11,497
-105
85
$1.47M 0.31%
26,522
-414
86
$1.47M 0.31%
18,155
87
$1.46M 0.31%
31,215
+1,130
88
$1.45M 0.31%
27,078
+1,211
89
$1.45M 0.31%
5,218
+151
90
$1.43M 0.3%
45,751
+171
91
$1.42M 0.3%
5,860
+1,250
92
$1.41M 0.3%
7,124
+365
93
$1.39M 0.29%
+3,301
94
$1.38M 0.29%
35,722
+1,205
95
$1.36M 0.29%
35,484
+1,324
96
$1.35M 0.28%
9,236
+4,057
97
$1.29M 0.27%
58,011
-4,938
98
$1.28M 0.27%
76,967
+3,141
99
$1.26M 0.27%
3,001
100
$1.26M 0.27%
61,522
+2,151
2 3
4
5 6