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
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.02M
3
+$778K
4
SLB icon
SLB Ltd
SLB
+$624K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$545K

Top Sells

1
+$1.28M
2
+$409K
3
+$389K
4
HAL icon
Halliburton
HAL
+$351K
5
DXC icon
DXC Technology
DXC
+$314K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M 0.26%
25,990
+2,000
102
$1.39M 0.26%
30,027
+1,916
103
$1.39M 0.26%
37,330
+923
104
$1.32M 0.25%
26,499
-1,628
105
$1.32M 0.25%
13,908
-64
106
$1.23M 0.23%
20,952
+61
107
$1.2M 0.22%
20,284
-296
108
$1.19M 0.22%
38,587
+12,779
109
$1.16M 0.22%
38,283
-218
110
$1.16M 0.22%
12,955
+59
111
$1.15M 0.21%
34,229
+1,235
112
$1.14M 0.21%
16,332
+517
113
$1.12M 0.21%
29,606
-2,572
114
$1.1M 0.21%
48,270
115
$1.1M 0.21%
9,506
+683
116
$1.08M 0.2%
12,458
+2
117
$1.07M 0.2%
21,836
-206
118
$1.06M 0.2%
14,090
-363
119
$1.05M 0.2%
10,361
+4,066
120
$1.05M 0.2%
22,847
+1,356
121
$1.04M 0.19%
33,040
+310
122
$1.04M 0.19%
18,933
+600
123
$1.04M 0.19%
11,131
-192
124
$1.02M 0.19%
+12,827
125
$1.01M 0.19%
40,404
+33
3 4
5
6 7