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
$449M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.25M
3
+$1.58M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.56M
5
AMZN icon
Amazon
AMZN
+$1.33M

Top Sells

1
+$3.22M
2
+$2.57M
3
+$1.8M
4
COF icon
Capital One
COF
+$1.76M
5
PG icon
Procter & Gamble
PG
+$1.66M

Sector Composition

1 Technology 12.13%
2 Healthcare 6.37%
3 Financials 5.42%
4 Industrials 5.33%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.24%
5,176
+1,109
102
$1.04M 0.23%
5,581
+3,585
103
$964K 0.21%
32,743
+1,825
104
$936K 0.21%
12,130
-11,655
105
$921K 0.2%
12,300
-480
106
$917K 0.2%
28,020
+560
107
$874K 0.19%
17,083
-431
108
$874K 0.19%
9,698
-3,263
109
$830K 0.18%
25,380
+5,383
110
$830K 0.18%
26,052
-3,139
111
$828K 0.18%
40,844
-5,620
112
$825K 0.18%
20,924
+3,626
113
$817K 0.18%
16,168
+9,993
114
$800K 0.18%
5,964
-12,351
115
$756K 0.17%
25,836
-3,749
116
$742K 0.17%
4,651
+525
117
$720K 0.16%
5,292
+767
118
$703K 0.16%
9,916
119
$701K 0.16%
17,059
+826
120
$690K 0.15%
50,000
121
$690K 0.15%
18,149
-4,259
122
$683K 0.15%
12,423
-5,352
123
$681K 0.15%
9,795
-179
124
$666K 0.15%
19,372
-1,255
125
$654K 0.15%
81,630
-10,564
3 4
5
6 7