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
$594M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.27M
3
+$3.27M
4
DFS
Discover Financial Services
DFS
+$2.84M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$2.48M

Top Sells

1
+$4.71M
2
+$3.47M
3
+$3.39M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.69M
5
NOC icon
Northrop Grumman
NOC
+$2.43M

Sector Composition

1 Technology 13.23%
2 Healthcare 6.44%
3 Financials 5.29%
4 Industrials 4.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.44%
16,685
-242
77
$2.53M 0.43%
46,274
-7,376
78
$2.52M 0.42%
7,993
+68
79
$2.48M 0.42%
6,068
+36
80
$2.48M 0.42%
+24,740
81
$2.45M 0.41%
75,042
+661
82
$2.4M 0.4%
7,370
+62
83
$2.39M 0.4%
45,646
-34
84
$2.33M 0.39%
24,585
+7,140
85
$2.33M 0.39%
23,481
-2,009
86
$2.29M 0.39%
26,014
+274
87
$2.29M 0.39%
75,312
+2,525
88
$2.16M 0.36%
31,957
-4,265
89
$2.16M 0.36%
23,286
+5,347
90
$2.15M 0.36%
40,639
+16,575
91
$2.03M 0.34%
8,416
+423
92
$2.03M 0.34%
18,554
+848
93
$1.99M 0.33%
7,114
+58
94
$1.98M 0.33%
13,557
+666
95
$1.98M 0.33%
33,340
+3,840
96
$1.95M 0.33%
+87,884
97
$1.93M 0.33%
7,568
+26
98
$1.89M 0.32%
34,084
+459
99
$1.84M 0.31%
6,440
-135
100
$1.84M 0.31%
22,741
+295
2 3
4
5 6