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
$452M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.83M
3
+$1.75M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.68M
5
FSLR icon
First Solar
FSLR
+$1.63M

Top Sells

1
+$4.03M
2
+$3.58M
3
+$2M
4
DFS
Discover Financial Services
DFS
+$1.8M
5
APD icon
Air Products & Chemicals
APD
+$1.53M

Sector Composition

1 Technology 12.08%
2 Healthcare 6.63%
3 Financials 5.11%
4 Consumer Discretionary 4.85%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.27%
11,800
+6,264
102
$1.18M 0.26%
33,169
+2,578
103
$1.07M 0.24%
4,995
-181
104
$1.07M 0.24%
5,744
+163
105
$1.06M 0.24%
+33,191
106
$1.06M 0.24%
15,188
-562
107
$1.03M 0.23%
11,860
-440
108
$1M 0.22%
32,901
+158
109
$980K 0.22%
26,890
-1,130
110
$977K 0.22%
19,328
+3,160
111
$950K 0.21%
15,716
-1,167
112
$922K 0.2%
4,047
+2,800
113
$911K 0.2%
11,841
-289
114
$901K 0.2%
15,636
-1,577
115
$851K 0.19%
25,736
+356
116
$851K 0.19%
8,881
-817
117
$850K 0.19%
5,654
+1,050
118
$849K 0.19%
21,018
+94
119
$831K 0.18%
5,159
+2,066
120
$805K 0.18%
5,725
-239
121
$801K 0.18%
5,813
+521
122
$787K 0.17%
24,357
-1,695
123
$752K 0.17%
4,628
-23
124
$751K 0.17%
17,588
-1,784
125
$738K 0.16%
38,695
-2,149
3 4
5
6 7