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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.44%
17,977
-1,158
77
$2.44M 0.44%
7,438
+293
78
$2.33M 0.42%
69,594
+32,035
79
$2.32M 0.42%
14,170
-559
80
$2.26M 0.41%
12,663
-769
81
$2.12M 0.38%
8,068
+1,229
82
$2.06M 0.37%
21,676
+959
83
$2.02M 0.36%
33,989
+791
84
$2M 0.36%
41,772
-1,376
85
$1.98M 0.36%
3,660
+345
86
$1.94M 0.35%
45,285
+705
87
$1.92M 0.34%
10,435
+102
88
$1.91M 0.34%
15,680
-7,461
89
$1.8M 0.32%
33,521
-24,164
90
$1.74M 0.31%
33,436
+1,375
91
$1.6M 0.29%
51,052
+34,544
92
$1.59M 0.29%
57,267
-2,268
93
$1.55M 0.28%
9,106
-5
94
$1.49M 0.27%
45,253
-449
95
$1.47M 0.26%
20,530
96
$1.47M 0.26%
38,935
+804
97
$1.46M 0.26%
16,003
-1,261
98
$1.43M 0.26%
52,935
-4,504
99
$1.41M 0.25%
47,493
100
$1.4M 0.25%
26,665
2 3
4
5 6