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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.4%
34,852
+820
77
$1.87M 0.37%
10,653
-207
78
$1.82M 0.36%
7,152
+28
79
$1.82M 0.36%
7,239
+1,379
80
$1.82M 0.36%
9,748
+80
81
$1.77M 0.35%
60,018
-4,085
82
$1.74M 0.34%
34,136
+13,429
83
$1.59M 0.31%
47,131
-1,763
84
$1.57M 0.31%
40,503
-2,961
85
$1.57M 0.31%
17,229
-166
86
$1.56M 0.31%
57,917
-2,140
87
$1.54M 0.3%
4,961
-257
88
$1.52M 0.3%
45,240
-511
89
$1.5M 0.29%
20,530
+200
90
$1.47M 0.29%
26,661
+139
91
$1.47M 0.29%
3,287
-14
92
$1.43M 0.28%
26,621
-457
93
$1.38M 0.27%
18,560
+1,420
94
$1.35M 0.26%
144,789
+10,011
95
$1.34M 0.26%
+38,702
96
$1.34M 0.26%
11,569
+72
97
$1.33M 0.26%
35,011
+2,053
98
$1.3M 0.25%
34,159
-1,563
99
$1.27M 0.25%
3,001
100
$1.24M 0.24%
55,785
-2,226
2 3
4
5 6