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
$460M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.49M
3
+$1.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$7.15M
2
+$1.29M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$994K

Sector Composition

1 Financials 13.36%
2 Technology 11.1%
3 Industrials 8.48%
4 Healthcare 8.04%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$792K 0.17%
+15,812
127
$789K 0.17%
7,537
-429
128
$787K 0.17%
6,394
-117
129
$757K 0.16%
5,509
+446
130
$729K 0.16%
5,179
+3,095
131
$700K 0.15%
17,215
+6,106
132
$665K 0.14%
+7,324
133
$646K 0.14%
7,817
+668
134
$638K 0.14%
12,120
+20
135
$624K 0.14%
+14,921
136
$571K 0.12%
+52,875
137
$552K 0.12%
+15,000
138
$531K 0.12%
12,995
+743
139
$503K 0.11%
+11,334
140
$489K 0.11%
51,306
-900
141
$485K 0.11%
6,789
+958
142
$483K 0.11%
10,799
143
$468K 0.1%
9,000
-1,000
144
$468K 0.1%
4,145
+371
145
$454K 0.1%
4,002
+33
146
$439K 0.1%
+12,951
147
$430K 0.09%
22,267
148
$417K 0.09%
4,936
-36
149
$416K 0.09%
8,176
+190
150
$412K 0.09%
+2,511
4 5
6
7 8