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
$449M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.25M
3
+$1.58M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.56M
5
AMZN icon
Amazon
AMZN
+$1.33M

Top Sells

1
+$3.22M
2
+$2.57M
3
+$1.8M
4
COF icon
Capital One
COF
+$1.76M
5
PG icon
Procter & Gamble
PG
+$1.66M

Sector Composition

1 Technology 12.13%
2 Healthcare 6.37%
3 Financials 5.42%
4 Industrials 5.33%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.4%
14,202
-2,212
77
$1.78M 0.4%
23,729
-3,528
78
$1.75M 0.39%
51,710
-8,811
79
$1.73M 0.38%
42,048
-482
80
$1.72M 0.38%
75,378
+1,041
81
$1.69M 0.37%
39,314
+30,724
82
$1.68M 0.37%
22,130
-1,162
83
$1.58M 0.35%
+113,488
84
$1.52M 0.34%
15,258
+1,140
85
$1.52M 0.34%
55,568
+3,069
86
$1.51M 0.34%
40,589
-3,744
87
$1.43M 0.32%
25,002
-2,018
88
$1.43M 0.32%
11,745
+215
89
$1.39M 0.31%
4,622
-646
90
$1.37M 0.3%
18,370
-14,603
91
$1.36M 0.3%
25,295
-894
92
$1.36M 0.3%
15,707
+382
93
$1.35M 0.3%
44,825
-5,650
94
$1.27M 0.28%
24,986
+17,182
95
$1.21M 0.27%
23,139
-2,468
96
$1.21M 0.27%
10,631
+402
97
$1.11M 0.25%
30,591
-12,444
98
$1.11M 0.25%
15,750
+2,918
99
$1.08M 0.24%
16,883
+1,244
100
$1.06M 0.24%
17,213
-678
2 3
4
5 6