SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.93M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
BGC icon
BGC Group
BGC
+$1.1M

Top Sells

1
+$6.34M
2
+$4.14M
3
+$1.93M
4
PNC icon
PNC Financial Services
PNC
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K

Sector Composition

1 Financials 13.03%
2 Technology 10.6%
3 Healthcare 8.34%
4 Industrials 7.81%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.26%
41,897
+702
102
$1.22M 0.26%
52,734
103
$1.2M 0.25%
35,915
+2,347
104
$1.2M 0.25%
47,463
-567
105
$1.18M 0.25%
17,140
-1,229
106
$1.15M 0.24%
82,084
+2,986
107
$1.11M 0.24%
32,958
-1,260
108
$1.1M 0.23%
+134,778
109
$1.08M 0.23%
79,056
+2,826
110
$1.05M 0.22%
20,707
+12,531
111
$1.03M 0.22%
9,553
+419
112
$981K 0.21%
11,733
113
$923K 0.2%
17,536
+5,416
114
$906K 0.19%
14,812
-524
115
$902K 0.19%
20,122
+2
116
$893K 0.19%
17,806
-1,544
117
$837K 0.18%
5,874
-332
118
$836K 0.18%
10,471
-1,601
119
$829K 0.18%
144,784
120
$829K 0.18%
7,944
-300
121
$813K 0.17%
6,867
-150
122
$811K 0.17%
18,783
123
$803K 0.17%
7,512
-25
124
$799K 0.17%
18,896
+1,681
125
$797K 0.17%
15,812
3 4
5
6 7