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
$460M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.49M
3
+$1.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$7.15M
2
+$1.29M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$994K

Sector Composition

1 Financials 13.36%
2 Technology 11.1%
3 Industrials 8.48%
4 Healthcare 8.04%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.26%
18,369
+8,371
102
$1.2M 0.26%
50,820
+33,489
103
$1.2M 0.26%
6,759
+1,311
104
$1.15M 0.25%
48,030
+36,738
105
$1.12M 0.24%
76,230
+11,105
106
$1.09M 0.24%
73,826
+12,157
107
$1.09M 0.24%
4,610
-5,295
108
$997K 0.22%
33,568
+2,978
109
$974K 0.21%
9,134
+1,519
110
$962K 0.21%
12,072
-1,822
111
$962K 0.21%
11,733
+8,533
112
$930K 0.2%
15,336
+11,108
113
$921K 0.2%
31,429
+6,082
114
$885K 0.19%
8,244
+4,012
115
$882K 0.19%
+19,150
116
$864K 0.19%
6,206
-1,158
117
$863K 0.19%
19,350
+13,232
118
$861K 0.19%
44,356
+2,793
119
$855K 0.19%
+144,784
120
$854K 0.19%
20,120
+13,922
121
$820K 0.18%
37,713
+3,631
122
$820K 0.18%
+16,670
123
$812K 0.18%
5,714
+216
124
$809K 0.18%
+18,783
125
$794K 0.17%
+7,017
3 4
5
6 7