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
$511M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.42M
3
+$2.73M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.6M
5
STE icon
Steris
STE
+$2.51M

Top Sells

1
+$7.17M
2
+$3.46M
3
+$1.76M
4
LLY icon
Eli Lilly
LLY
+$1.48M
5
BA icon
Boeing
BA
+$1.34M

Sector Composition

1 Technology 10.83%
2 Financials 8.16%
3 Healthcare 6.64%
4 Industrials 6.35%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.47M 0.48%
46,969
-2,737
77
$2.17M 0.43%
133,415
-5,629
78
$2.11M 0.41%
70,903
+3,684
79
$2.1M 0.41%
25,840
-1,085
80
$2.04M 0.4%
42,389
-366
81
$2.03M 0.4%
25,515
+10,568
82
$2.03M 0.4%
10,722
-228
83
$1.97M 0.39%
18,288
+289
84
$1.93M 0.38%
44,773
-796
85
$1.9M 0.37%
31,476
-247
86
$1.9M 0.37%
5,516
-355
87
$1.88M 0.37%
18,126
-1,607
88
$1.82M 0.36%
56,516
-2,639
89
$1.79M 0.35%
34,198
-3,805
90
$1.76M 0.34%
5,992
-318
91
$1.75M 0.34%
14,624
+104
92
$1.7M 0.33%
7,685
+113
93
$1.69M 0.33%
53,747
+8
94
$1.66M 0.32%
56,465
-3,498
95
$1.66M 0.32%
29,779
-2,134
96
$1.62M 0.32%
9,732
-1,242
97
$1.57M 0.31%
39,615
+300
98
$1.4M 0.27%
75,000
99
$1.35M 0.26%
20,324
-10
100
$1.3M 0.26%
28,127
-453
2 3
4
5 6