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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.26%
+10,783
102
$1.48M 0.26%
+7,380
103
$1.48M 0.25%
+19,819
104
$1.47M 0.25%
27,899
+717
105
$1.45M 0.25%
38,539
+2,071
106
$1.43M 0.25%
+24,410
107
$1.42M 0.24%
53,261
-74
108
$1.38M 0.24%
+9,249
109
$1.36M 0.24%
8,155
+455
110
$1.36M 0.23%
22,526
-134
111
$1.34M 0.23%
27,600
-570
112
$1.3M 0.22%
+6,610
113
$1.28M 0.22%
+31,688
114
$1.27M 0.22%
13,001
+922
115
$1.23M 0.21%
15,304
+1,080
116
$1.22M 0.21%
+13,659
117
$1.2M 0.21%
7,357
+1,091
118
$1.17M 0.2%
3,652
-871
119
$1.16M 0.2%
+4,295
120
$1.15M 0.2%
9,005
+662
121
$1.14M 0.2%
+7,575
122
$1.13M 0.19%
20,545
-457
123
$1.1M 0.19%
21,737
+25
124
$1.07M 0.18%
+3,346
125
$1.04M 0.18%
23,544
+572
3 4
5
6 7