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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.37%
127,612
-1,233
77
$2.1M 0.36%
+6,909
78
$2.09M 0.36%
+7,623
79
$2.06M 0.36%
13,779
+129
80
$2.05M 0.35%
53,611
+1,599
81
$2M 0.35%
+39,659
82
$2M 0.34%
+18,287
83
$1.95M 0.34%
14,620
+2,460
84
$1.93M 0.33%
+20,247
85
$1.92M 0.33%
+42,712
86
$1.88M 0.32%
7,233
+118
87
$1.78M 0.31%
92,463
+2,385
88
$1.76M 0.3%
39,270
-53
89
$1.74M 0.3%
13,329
-35
90
$1.73M 0.3%
+23,473
91
$1.73M 0.3%
81,121
+2,095
92
$1.7M 0.29%
+7,427
93
$1.7M 0.29%
+39,471
94
$1.67M 0.29%
19,197
+749
95
$1.64M 0.28%
+34,941
96
$1.63M 0.28%
+14,236
97
$1.58M 0.27%
+6,560
98
$1.57M 0.27%
+7,363
99
$1.54M 0.27%
8,596
+554
100
$1.52M 0.26%
39,531
+1,771
2 3
4
5 6