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
$537M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.44M
3
+$3.36M
4
HAL icon
Halliburton
HAL
+$2.94M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.64M

Top Sells

1
+$4.69M
2
+$3.89M
3
+$3.48M
4
PPL icon
PPL Corp
PPL
+$1.3M
5
SCS
Steelcase
SCS
+$1.19M

Sector Composition

1 Financials 12.89%
2 Technology 11.28%
3 Industrials 9.07%
4 Healthcare 7.48%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.22%
47,961
+660
102
$1.2M 0.22%
55,866
+81
103
$1.19M 0.22%
3,001
104
$1.18M 0.22%
51,276
-1,458
105
$1.18M 0.22%
+38,509
106
$1.16M 0.22%
75,014
+642
107
$1.11M 0.21%
+17,358
108
$1.11M 0.21%
34,692
-678
109
$1.09M 0.2%
+12,501
110
$1.09M 0.2%
+28,572
111
$1.08M 0.2%
8,669
112
$1.08M 0.2%
9,424
+110
113
$1.05M 0.19%
19,749
+447
114
$1.04M 0.19%
13,127
+2,681
115
$1.03M 0.19%
+13,843
116
$1.02M 0.19%
47,971
-182,225
117
$1.02M 0.19%
26,755
-13,748
118
$994K 0.19%
11,882
+313
119
$983K 0.18%
73,799
+304
120
$926K 0.17%
15,812
121
$923K 0.17%
10,970
-1,763
122
$862K 0.16%
18,795
+5
123
$857K 0.16%
7,227
-260
124
$855K 0.16%
18,850
+3,364
125
$843K 0.16%
144,784
3 4
5
6 7