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
$783M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.94M
3
+$1.55M
4
THC icon
Tenet Healthcare
THC
+$1.53M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$896K

Top Sells

1
+$3.8M
2
+$2.51M
3
+$2.07M
4
VZ icon
Verizon
VZ
+$1.33M
5
CE icon
Celanese
CE
+$1M

Sector Composition

1 Technology 15.92%
2 Financials 6.06%
3 Healthcare 4.9%
4 Communication Services 4.14%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.42M 0.31%
6,025
-8
102
$2.32M 0.3%
4,065
+51
103
$2.26M 0.29%
39,013
+36
104
$2.25M 0.29%
55,572
-122
105
$2.25M 0.29%
3,568
+380
106
$2.23M 0.29%
40,971
-3,337
107
$2.23M 0.28%
9,312
-209
108
$2.12M 0.27%
72,671
-1,678
109
$2.12M 0.27%
4,363
-45
110
$2.07M 0.26%
7,495
-109
111
$2.07M 0.26%
20,590
-919
112
$2.05M 0.26%
9,270
+7,016
113
$2.03M 0.26%
7,019
-72
114
$2.03M 0.26%
11,811
-23
115
$2M 0.25%
20,626
+4,086
116
$1.99M 0.25%
22,848
-48
117
$1.95M 0.25%
29,140
+5
118
$1.94M 0.25%
+35,644
119
$1.89M 0.24%
7,267
-347
120
$1.85M 0.24%
9,782
+28
121
$1.85M 0.24%
14,102
-116
122
$1.79M 0.23%
15,574
-82
123
$1.66M 0.21%
28,916
+56
124
$1.65M 0.21%
2,888
-36
125
$1.63M 0.21%
33,765
+692
3 4
5
6 7