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
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.02M
3
+$778K
4
SLB icon
SLB Ltd
SLB
+$624K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$545K

Top Sells

1
+$1.28M
2
+$409K
3
+$389K
4
HAL icon
Halliburton
HAL
+$351K
5
DXC icon
DXC Technology
DXC
+$314K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.19%
31,608
+314
127
$985K 0.18%
143,110
128
$969K 0.18%
8,045
+1
129
$967K 0.18%
43,083
+1,501
130
$957K 0.18%
17,281
+398
131
$952K 0.18%
17,964
+200
132
$939K 0.18%
51,329
+178
133
$926K 0.17%
10,151
+182
134
$921K 0.17%
24,427
+446
135
$921K 0.17%
39,880
-51
136
$919K 0.17%
12,698
-2,304
137
$906K 0.17%
20,783
-3,463
138
$888K 0.17%
19,150
139
$888K 0.17%
15,812
140
$872K 0.16%
63,717
-3,393
141
$846K 0.16%
9,160
142
$838K 0.16%
12,710
-324
143
$813K 0.15%
20,392
-124
144
$812K 0.15%
36,432
+8,758
145
$797K 0.15%
2,710
146
$788K 0.15%
24,720
+1,156
147
$747K 0.14%
11,868
+7,215
148
$745K 0.14%
11,120
149
$724K 0.14%
33,613
+221
150
$713K 0.13%
10,025
+730
4 5
6
7 8