SFM
Signet Financial Management Portfolio holdings
AUM
$796M
This Quarter Return
+6.61%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$452M
AUM Growth
+$452M
(+0.63%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
29.53%
Holding
220
New
12
Increased
73
Reduced
118
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$15.7M |
| 2 |
Truist Financial
TFC
|
$1.84M |
| 3 |
Leggett & Platt
LEG
|
$1.83M |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$1.75M |
| 5 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$1.68M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.03M |
| 2 |
Masco
MAS
|
$3.58M |
| 3 |
Performance Food Group
PFGC
|
$2M |
| 4 |
DFS
Discover Financial Services
DFS
|
$1.81M |
| 5 |
Air Products & Chemicals
APD
|
$1.53M |
Sector Composition
| 1 | Technology | 12.08% |
| 2 | Healthcare | 6.63% |
| 3 | Financials | 5.11% |
| 4 | Consumer Discretionary | 4.85% |
| 5 | Communication Services | 4.83% |
