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
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.1M
3
+$2M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.47%
26,189
-2,026
77
$2.67M 0.47%
117,415
-21,200
78
$2.64M 0.46%
60,978
-5,671
79
$2.62M 0.46%
12,652
+205
80
$2.56M 0.45%
29,383
-2,442
81
$2.53M 0.44%
82,176
+14,661
82
$2.48M 0.43%
36,806
+10,030
83
$2.38M 0.42%
12,719
-254
84
$2.33M 0.41%
49,161
+16,301
85
$2.29M 0.4%
36,832
-913
86
$2.19M 0.38%
45,123
+523
87
$2.06M 0.36%
12,480
+12,166
88
$2.06M 0.36%
43,112
-2,920
89
$1.94M 0.34%
16,990
+626
90
$1.94M 0.34%
33,138
-1,496
91
$1.86M 0.33%
18,649
-1,372
92
$1.77M 0.31%
13,676
93
$1.75M 0.31%
21,732
-7,022
94
$1.73M 0.3%
55,504
+464
95
$1.72M 0.3%
56,967
+7,139
96
$1.7M 0.3%
24,953
+8,424
97
$1.68M 0.29%
8,100
+97
98
$1.66M 0.29%
3,530
+48
99
$1.63M 0.29%
37,100
+486
100
$1.58M 0.28%
31,398
+9,096
2 3
4
5 6