SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.93M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
BGC icon
BGC Group
BGC
+$1.1M

Top Sells

1
+$6.34M
2
+$4.14M
3
+$1.93M
4
PNC icon
PNC Financial Services
PNC
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K

Sector Composition

1 Financials 13.03%
2 Technology 10.6%
3 Healthcare 8.34%
4 Industrials 7.81%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$792K 0.17%
19,150
127
$783K 0.17%
6,339
-55
128
$774K 0.16%
+35,646
129
$735K 0.16%
9,864
+3,075
130
$705K 0.15%
16,500
-170
131
$655K 0.14%
4,337
-1,377
132
$655K 0.14%
32,565
+1,136
133
$649K 0.14%
4,605
-904
134
$627K 0.13%
7,324
135
$624K 0.13%
7,498
-319
136
$602K 0.13%
14,695
+1,700
137
$594K 0.13%
15,000
138
$594K 0.13%
14,921
139
$582K 0.12%
52,875
140
$563K 0.12%
12,120
+5,280
141
$563K 0.12%
22,267
142
$536K 0.11%
11,035
-299
143
$518K 0.11%
50,606
-700
144
$501K 0.11%
5,930
+994
145
$487K 0.1%
9,020
+1,168
146
$466K 0.1%
2,511
147
$424K 0.09%
12,842
148
$422K 0.09%
9,000
149
$404K 0.09%
3,802
-200
150
$385K 0.08%
3,050
4 5
6
7 8