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
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.1M
3
+$2M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.26%
47,154
102
$1.42M 0.25%
56,148
+3,604
103
$1.38M 0.24%
42,269
-2,044
104
$1.37M 0.24%
26,029
-504
105
$1.36M 0.24%
20,331
+1
106
$1.32M 0.23%
43,380
+364
107
$1.32M 0.23%
4,531
-96
108
$1.29M 0.23%
56,929
-2,618
109
$1.22M 0.21%
14,605
+200
110
$1.21M 0.21%
31,688
+762
111
$1.2M 0.21%
13,882
+346
112
$1.18M 0.21%
25,370
+45
113
$1.14M 0.2%
17,936
+17,136
114
$1.13M 0.2%
48,630
-900
115
$1.12M 0.2%
147,119
-1,290
116
$1.09M 0.19%
9,613
-190
117
$1.06M 0.19%
20,536
-89,563
118
$1.06M 0.18%
14,319
+341
119
$1.02M 0.18%
15,086
-265
120
$1.02M 0.18%
19,960
+403
121
$1.02M 0.18%
13,078
+244
122
$1.01M 0.18%
8,617
-2,630
123
$992K 0.17%
29,761
+612
124
$979K 0.17%
72,618
+245
125
$970K 0.17%
7,936
3 4
5
6 7