SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.44M
3
+$3.36M
4
HAL icon
Halliburton
HAL
+$2.94M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.64M

Top Sells

1
+$4.69M
2
+$3.89M
3
+$3.48M
4
PPL icon
PPL Corp
PPL
+$1.3M
5
SCS
Steelcase
SCS
+$1.19M

Sector Composition

1 Financials 12.89%
2 Technology 11.28%
3 Industrials 9.07%
4 Healthcare 7.48%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.39%
7,145
-7
77
$2.04M 0.38%
20,717
-1,875
78
$2.03M 0.38%
10,333
-320
79
$1.99M 0.37%
33,198
-1,654
80
$1.82M 0.34%
6,839
-400
81
$1.71M 0.32%
44,580
-660
82
$1.7M 0.32%
3,315
+28
83
$1.69M 0.31%
57,439
-2,579
84
$1.67M 0.31%
59,535
+1,618
85
$1.64M 0.31%
+55,196
86
$1.62M 0.3%
26,665
+4
87
$1.58M 0.29%
9,111
-637
88
$1.56M 0.29%
47,493
+300
89
$1.55M 0.29%
20,530
90
$1.54M 0.29%
45,702
-1,429
91
$1.54M 0.29%
4,807
-154
92
$1.5M 0.28%
27,307
+686
93
$1.48M 0.28%
32,061
-2,950
94
$1.48M 0.28%
17,264
-1,296
95
$1.47M 0.27%
38,131
-571
96
$1.45M 0.27%
149,505
+4,716
97
$1.41M 0.26%
+72,842
98
$1.33M 0.25%
14,504
-2,725
99
$1.27M 0.24%
60,941
+2,171
100
$1.24M 0.23%
+37,559
2 3
4
5 6