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
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.02M
3
+$778K
4
SLB icon
SLB Ltd
SLB
+$624K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$545K

Top Sells

1
+$1.28M
2
+$409K
3
+$389K
4
HAL icon
Halliburton
HAL
+$351K
5
DXC icon
DXC Technology
DXC
+$314K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.44%
43,464
-3,505
77
$2.22M 0.42%
25,628
+113
78
$2.13M 0.4%
72,182
+1,279
79
$2.12M 0.39%
10,649
-73
80
$2.1M 0.39%
19,424
+1,136
81
$2.09M 0.39%
47,534
+2,761
82
$2.09M 0.39%
24,920
-920
83
$2.08M 0.39%
43,412
+1,023
84
$2.03M 0.38%
5,403
-113
85
$1.98M 0.37%
110,584
-22,831
86
$1.92M 0.36%
30,751
-725
87
$1.91M 0.36%
7,901
+216
88
$1.84M 0.34%
14,728
+104
89
$1.81M 0.34%
48,102
-8,363
90
$1.74M 0.33%
33,297
-901
91
$1.7M 0.32%
29,823
+44
92
$1.7M 0.32%
9,665
-67
93
$1.7M 0.32%
49,935
-6,581
94
$1.69M 0.31%
51,807
-1,940
95
$1.66M 0.31%
5,585
-407
96
$1.62M 0.3%
40,818
+1,203
97
$1.61M 0.3%
15,208
-2,918
98
$1.61M 0.3%
17,532
+5,949
99
$1.47M 0.27%
75,000
100
$1.45M 0.27%
21,126
+802
2 3
4
5 6