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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$828K 0.15%
7,142
-85
127
$828K 0.15%
14,236
+8,404
128
$826K 0.15%
22,000
-4,755
129
$811K 0.15%
13,149
+106
130
$799K 0.14%
6,843
+100
131
$796K 0.14%
15,306
+74
132
$781K 0.14%
15,265
+621
133
$777K 0.14%
143,050
-1,734
134
$772K 0.14%
9,969
-1,001
135
$765K 0.14%
18,333
-450
136
$748K 0.13%
4,847
-347
137
$743K 0.13%
17,113
-1,682
138
$734K 0.13%
10,880
+8,355
139
$709K 0.13%
11,839
+601
140
$694K 0.12%
10,737
-1,145
141
$660K 0.12%
17,873
+515
142
$656K 0.12%
15,000
143
$645K 0.12%
10,444
+6,428
144
$614K 0.11%
2,868
-32
145
$611K 0.11%
+66,165
146
$608K 0.11%
24,644
-2,952
147
$603K 0.11%
11,622
-3,796
148
$601K 0.11%
8,300
+2,160
149
$551K 0.1%
8,618
150
$544K 0.1%
52,875
4 5
6
7 8