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
$741M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$3.95M
3
+$3.79M
4
UTHR icon
United Therapeutics
UTHR
+$3.28M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.55M

Top Sells

1
+$3.15M
2
+$2.53M
3
+$1.93M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.64M

Sector Composition

1 Technology 15.2%
2 Healthcare 6.02%
3 Financials 5.59%
4 Communication Services 4.02%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.43%
7,475
+229
77
$3.18M 0.43%
49,932
-197
78
$3.16M 0.43%
25,062
+688
79
$3.13M 0.42%
31,145
-178
80
$3.12M 0.42%
26,297
-1,140
81
$3.09M 0.42%
140,032
+5,794
82
$3.01M 0.41%
20,013
-2,237
83
$2.95M 0.4%
44,270
-205
84
$2.92M 0.39%
48,413
-389
85
$2.85M 0.38%
79,374
-734
86
$2.85M 0.38%
30,416
+1,502
87
$2.8M 0.38%
8,131
-58
88
$2.8M 0.38%
25,718
-125
89
$2.68M 0.36%
73,435
-619
90
$2.61M 0.35%
4,387
-36
91
$2.6M 0.35%
70,221
+1,481
92
$2.59M 0.35%
22,455
+5,023
93
$2.54M 0.34%
94,510
+3,449
94
$2.5M 0.34%
7,563
-44
95
$2.49M 0.34%
7,983
-171
96
$2.47M 0.33%
14,995
-134
97
$2.43M 0.33%
16,613
+639
98
$2.42M 0.33%
2,935
-311
99
$2.39M 0.32%
4,399
+153
100
$2.39M 0.32%
12,998
+38
2 3
4
5 6