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
$741M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.21M
3
+$3.21M
4
PPC icon
Pilgrim's Pride
PPC
+$2.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M

Top Sells

1
+$6.32M
2
+$5.13M
3
+$4.29M
4
KO icon
Coca-Cola
KO
+$3.33M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.62M

Sector Composition

1 Technology 13.67%
2 Financials 6.2%
3 Healthcare 5.63%
4 Communication Services 4.09%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.48M 0.33%
46,855
+710
102
$2.46M 0.33%
7,463
-32
103
$2.45M 0.33%
3,075
+79
104
$2.41M 0.33%
46,020
+35,269
105
$2.37M 0.32%
72,625
-46
106
$2.36M 0.32%
6,151
+172
107
$2.32M 0.31%
35,622
+974
108
$2.26M 0.3%
6,158
-1,074
109
$2.22M 0.3%
23,091
+6,330
110
$2.17M 0.29%
3,196
-372
111
$2.16M 0.29%
8,822
-490
112
$2.15M 0.29%
6,910
-357
113
$2.13M 0.29%
64,717
-7,639
114
$2.11M 0.29%
35,581
-3,432
115
$2.11M 0.29%
7,874
-126
116
$2.01M 0.27%
14,118
+16
117
$2.01M 0.27%
40,114
+28,024
118
$2M 0.27%
14,891
+2,805
119
$1.98M 0.27%
6,002
+645
120
$1.98M 0.27%
5,474
-551
121
$1.98M 0.27%
11,894
+83
122
$1.96M 0.26%
47,326
-8,246
123
$1.89M 0.26%
4,414
+51
124
$1.88M 0.25%
52,822
-17,985
125
$1.8M 0.24%
5,756
-1,263
3 4
5
6 7