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
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.21M
3
+$3.21M
4
PPC icon
Pilgrim's Pride
PPC
+$2.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M

Top Sells

1
+$6.32M
2
+$5.13M
3
+$4.29M
4
KO icon
Coca-Cola
KO
+$3.33M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.62M

Sector Composition

1 Technology 13.67%
2 Financials 6.2%
3 Healthcare 5.63%
4 Communication Services 4.09%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.21M 0.43%
+65,892
77
$3.21M 0.43%
+34,576
78
$3.13M 0.42%
7,459
+20
79
$3.08M 0.42%
23,903
-1,853
80
$3.05M 0.41%
16,356
-1,146
81
$3.02M 0.41%
89,427
+2,632
82
$3.02M 0.41%
88,035
-29,734
83
$2.96M 0.4%
75,321
-3,286
84
$2.94M 0.4%
120,127
-6,218
85
$2.93M 0.4%
74,768
+1,071
86
$2.87M 0.39%
17,317
-623
87
$2.86M 0.39%
17,842
-1,518
88
$2.84M 0.38%
126,333
-14,146
89
$2.83M 0.38%
10,614
+1,344
90
$2.79M 0.38%
4,140
+75
91
$2.77M 0.37%
+50,893
92
$2.76M 0.37%
26,253
+1,004
93
$2.75M 0.37%
42,500
+1,529
94
$2.63M 0.36%
4,706
+86
95
$2.62M 0.35%
10,531
-730
96
$2.58M 0.35%
96,381
-3,514
97
$2.54M 0.34%
4,003
+83
98
$2.52M 0.34%
23,224
-518
99
$2.5M 0.34%
39,563
+3,919
100
$2.49M 0.34%
14,596
-34
2 3
4
5 6