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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.25%
158,352
+8,847
102
$1.37M 0.25%
27,036
-271
103
$1.35M 0.24%
27,076
+17,718
104
$1.28M 0.23%
60,559
+4,693
105
$1.28M 0.23%
24,312
+15,630
106
$1.25M 0.23%
46,610
-1,351
107
$1.2M 0.22%
15,083
+579
108
$1.18M 0.21%
50,981
-295
109
$1.11M 0.2%
77,954
+2,940
110
$1.11M 0.2%
59,762
-1,179
111
$1.1M 0.2%
+22,622
112
$1.1M 0.2%
+9,970
113
$1.08M 0.19%
12,338
-163
114
$1.07M 0.19%
35,300
+21,204
115
$1.06M 0.19%
33,293
-1,399
116
$1.06M 0.19%
20,521
+772
117
$995K 0.18%
75,859
+2,060
118
$990K 0.18%
20,712
+1,862
119
$965K 0.17%
9,318
-106
120
$928K 0.17%
8,136
-533
121
$917K 0.16%
+30,953
122
$899K 0.16%
15,812
123
$866K 0.16%
13,604
-239
124
$839K 0.15%
2,201
-800
125
$831K 0.15%
19,150
3 4
5
6 7