SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+5.8%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$292M
AUM Growth
-$242M
(-45%)
Cap. Flow
-$256M
Cap. Flow
% of AUM
-87.83%
Top 10 Holdings %
Top 10 Hldgs %
47.57%
Holding
249
New
14
Increased
53
Reduced
47
Closed
130
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$22.3M |
| 2 |
Vanguard Growth ETF
VUG
|
$15.7M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.24M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$7.89M |
| 5 |
Microsoft
MSFT
|
$7.38M |
Sector Composition
| 1 | Communication Services | 9.07% |
| 2 | Technology | 5.4% |
| 3 | Financials | 5.32% |
| 4 | Healthcare | 4.95% |
| 5 | Real Estate | 2.5% |
