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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$814K 0.16%
19,150
127
$810K 0.16%
5,510
-364
128
$764K 0.15%
18,783
129
$759K 0.15%
16,500
130
$666K 0.13%
15,486
+791
131
$640K 0.13%
7,698
+200
132
$624K 0.12%
14,921
133
$619K 0.12%
27,977
-7,669
134
$617K 0.12%
15,000
135
$607K 0.12%
52,875
136
$600K 0.12%
11,237
+202
137
$568K 0.11%
7,324
138
$565K 0.11%
2,884
+373
139
$558K 0.11%
5,234
+2,362
140
$558K 0.11%
53,606
+3,000
141
$557K 0.11%
22,267
142
$544K 0.11%
11,180
-940
143
$525K 0.1%
8,279
-1,585
144
$514K 0.1%
9,086
+66
145
$486K 0.1%
12,842
146
$483K 0.09%
5,722
-208
147
$471K 0.09%
7,963
+1,826
148
$466K 0.09%
4,879
+2,313
149
$456K 0.09%
4,110
+1,290
150
$435K 0.09%
3,138
+994
4 5
6
7 8