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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.44%
31,323
+877
77
$3.18M 0.44%
+7,246
78
$3.14M 0.43%
8,189
-267
79
$3.07M 0.42%
50,129
+2,778
80
$3.06M 0.42%
44,475
+569
81
$2.99M 0.41%
134,238
+5,676
82
$2.97M 0.41%
5,894
+1,344
83
$2.95M 0.41%
42,409
+1,581
84
$2.94M 0.4%
80,108
+9,281
85
$2.76M 0.38%
7,607
+39
86
$2.76M 0.38%
74,054
+2,025
87
$2.74M 0.38%
28,914
+2,199
88
$2.73M 0.38%
65,132
+5,812
89
$2.64M 0.36%
83,621
+1,921
90
$2.62M 0.36%
68,740
-157
91
$2.53M 0.35%
23,402
-53
92
$2.53M 0.35%
4,423
+31
93
$2.53M 0.35%
15,974
+268
94
$2.52M 0.35%
12,960
+4,854
95
$2.48M 0.34%
6,036
+19
96
$2.46M 0.34%
91,061
+13,184
97
$2.45M 0.34%
15,129
+3,694
98
$2.37M 0.33%
23,572
-822
99
$2.32M 0.32%
8,154
+741
100
$2.29M 0.31%
45,890
+1,077
2 3
4
5 6