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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.24%
47,193
-270
102
$1.22M 0.24%
52,734
103
$1.19M 0.23%
+58,770
104
$1.19M 0.23%
77,030
-5,054
105
$1.18M 0.23%
35,370
-545
106
$1.15M 0.23%
+47,301
107
$1.11M 0.22%
38,840
-3,057
108
$1.1M 0.22%
73,495
-3,472
109
$1.08M 0.21%
74,372
-4,684
110
$1.07M 0.21%
12,733
+1,000
111
$1.02M 0.2%
8,669
+725
112
$990K 0.19%
9,314
-239
113
$934K 0.18%
15,284
+472
114
$911K 0.18%
19,302
+406
115
$899K 0.18%
17,068
-468
116
$890K 0.17%
15,812
117
$890K 0.17%
55,659
-5,863
118
$887K 0.17%
+10,625
119
$846K 0.17%
144,784
120
$846K 0.17%
18,790
-1,332
121
$834K 0.16%
10,446
-25
122
$833K 0.16%
7,487
-25
123
$827K 0.16%
6,700
+361
124
$827K 0.16%
+7,497
125
$826K 0.16%
6,893
+26
3 4
5
6 7