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
$537M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.44M
3
+$3.36M
4
HAL icon
Halliburton
HAL
+$2.94M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.64M

Top Sells

1
+$4.69M
2
+$3.89M
3
+$3.48M
4
PPL icon
PPL Corp
PPL
+$1.3M
5
SCS
Steelcase
SCS
+$1.19M

Sector Composition

1 Financials 12.89%
2 Technology 11.28%
3 Industrials 9.07%
4 Healthcare 7.48%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$842K 0.16%
+13,043
127
$818K 0.15%
15,232
-52
128
$806K 0.15%
15,418
-1,650
129
$804K 0.15%
5,194
-316
130
$804K 0.15%
18,783
131
$787K 0.15%
6,743
-150
132
$768K 0.14%
19,150
133
$668K 0.12%
27,596
-381
134
$667K 0.12%
15,000
135
$656K 0.12%
14,644
+1,693
136
$641K 0.12%
11,238
+1
137
$639K 0.12%
2,900
+16
138
$589K 0.11%
11,180
139
$588K 0.11%
15,041
+120
140
$571K 0.11%
52,875
141
$569K 0.11%
7,314
-10
142
$563K 0.1%
6,788
-910
143
$560K 0.1%
+8,618
144
$528K 0.1%
7,400
-879
145
$523K 0.1%
+16,508
146
$516K 0.1%
8,550
-536
147
$505K 0.09%
18,101
+11,297
148
$495K 0.09%
5,989
+1,559
149
$491K 0.09%
4,016
-2,684
150
$485K 0.09%
22,267
4 5
6
7 8