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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.28M 0.31%
2,993
+30
102
$2.27M 0.31%
3,246
+10
103
$2.25M 0.31%
70,449
+792
104
$2.25M 0.31%
27,108
-3,543
105
$2.22M 0.31%
4,246
-579
106
$2.22M 0.3%
74,448
+1,171
107
$2.2M 0.3%
77,646
+26,442
108
$2.18M 0.3%
52,950
+1,428
109
$2.12M 0.29%
11,076
+9,840
110
$2.07M 0.28%
6,132
+2
111
$2.04M 0.28%
+3,797
112
$2.03M 0.28%
17,432
+1,361
113
$1.99M 0.27%
46,252
+1,670
114
$1.97M 0.27%
17,807
+1,347
115
$1.96M 0.27%
33,357
+644
116
$1.93M 0.27%
28,709
+707
117
$1.93M 0.27%
6,844
+100
118
$1.92M 0.26%
9,594
+98
119
$1.9M 0.26%
29,628
+1,019
120
$1.86M 0.26%
31,655
-110
121
$1.84M 0.25%
11,733
+749
122
$1.83M 0.25%
21,878
-126
123
$1.81M 0.25%
13,967
+491
124
$1.77M 0.24%
5,890
+229
125
$1.71M 0.23%
11,315
-931
3 4
5
6 7