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
$452M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.83M
3
+$1.75M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.68M
5
FSLR icon
First Solar
FSLR
+$1.63M

Top Sells

1
+$4.03M
2
+$3.58M
3
+$2M
4
DFS
Discover Financial Services
DFS
+$1.8M
5
APD icon
Air Products & Chemicals
APD
+$1.53M

Sector Composition

1 Technology 12.08%
2 Healthcare 6.63%
3 Financials 5.11%
4 Consumer Discretionary 4.85%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.36%
22,347
-1,382
77
$1.63M 0.36%
+20,456
78
$1.63M 0.36%
13,469
+1,724
79
$1.6M 0.35%
13,272
+8,653
80
$1.59M 0.35%
21,336
-794
81
$1.59M 0.35%
31,106
+6,120
82
$1.58M 0.35%
133,462
-13,833
83
$1.55M 0.34%
+7,382
84
$1.55M 0.34%
4,361
-261
85
$1.55M 0.34%
51,366
-4,202
86
$1.5M 0.33%
6,496
-1,377
87
$1.47M 0.32%
71,749
-3,629
88
$1.46M 0.32%
13,809
-1,449
89
$1.44M 0.32%
12,240
+1,609
90
$1.43M 0.32%
45,684
-39,594
91
$1.43M 0.32%
16,674
-1,696
92
$1.41M 0.31%
23,875
-1,127
93
$1.39M 0.31%
38,129
-2,974
94
$1.34M 0.3%
15,889
+182
95
$1.34M 0.3%
36,807
-2,507
96
$1.31M 0.29%
42,680
-2,145
97
$1.29M 0.28%
24,114
-1,181
98
$1.27M 0.28%
24,515
+1,376
99
$1.23M 0.27%
38,686
-1,903
100
$1.22M 0.27%
+18,673
2 3
4
5 6