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
$594M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.27M
3
+$3.27M
4
DFS
Discover Financial Services
DFS
+$2.84M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$2.48M

Top Sells

1
+$4.71M
2
+$3.47M
3
+$3.39M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.69M
5
NOC icon
Northrop Grumman
NOC
+$2.43M

Sector Composition

1 Technology 13.23%
2 Healthcare 6.44%
3 Financials 5.29%
4 Industrials 4.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.82M 0.31%
75,875
+4,354
102
$1.8M 0.3%
21,844
+1,979
103
$1.79M 0.3%
51,273
+8,530
104
$1.79M 0.3%
12,030
-249
105
$1.77M 0.3%
9,534
+193
106
$1.77M 0.3%
27,555
+3,694
107
$1.76M 0.3%
34,808
-22,734
108
$1.74M 0.29%
32,566
-1,534
109
$1.74M 0.29%
68,217
+856
110
$1.69M 0.28%
4,364
+178
111
$1.67M 0.28%
4,323
+791
112
$1.64M 0.28%
6,147
-25
113
$1.63M 0.28%
50,666
+8,740
114
$1.62M 0.27%
6,630
+2
115
$1.62M 0.27%
32,732
+310
116
$1.61M 0.27%
40,145
+8,248
117
$1.61M 0.27%
16,601
-317
118
$1.59M 0.27%
85,777
+1,546
119
$1.58M 0.27%
7,314
-66
120
$1.58M 0.27%
17,694
+652
121
$1.56M 0.26%
38,347
+1,503
122
$1.52M 0.26%
12,965
-513
123
$1.51M 0.25%
4,604
124
$1.49M 0.25%
8,189
+32
125
$1.46M 0.25%
39,188
+639
3 4
5
6 7