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
$452M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.83M
3
+$1.75M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.68M
5
FSLR icon
First Solar
FSLR
+$1.63M

Top Sells

1
+$4.03M
2
+$3.58M
3
+$2M
4
DFS
Discover Financial Services
DFS
+$1.8M
5
APD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$732K 0.16%
11,684
+1,495
127
$721K 0.16%
39,336
+29,420
128
$697K 0.15%
6,356
+686
129
$696K 0.15%
8,767
+1,805
130
$693K 0.15%
15,158
-1,925
131
$678K 0.15%
16,120
-939
132
$674K 0.15%
24,042
-1,794
133
$664K 0.15%
11,762
-661
134
$656K 0.15%
50,000
135
$640K 0.14%
10,630
+102
136
$638K 0.14%
979
+14
137
$638K 0.14%
25,969
+6,938
138
$637K 0.14%
2,823
-76
139
$609K 0.13%
16,772
-1,377
140
$593K 0.13%
3,525
+89
141
$577K 0.13%
1,129
+228
142
$573K 0.13%
4,584
+438
143
$555K 0.12%
7,922
-361
144
$552K 0.12%
5,171
+541
145
$547K 0.12%
28,939
-4,468
146
$546K 0.12%
11,857
+3,705
147
$544K 0.12%
8,630
-1,165
148
$544K 0.12%
3,322
+938
149
$523K 0.12%
9,231
-560
150
$517K 0.11%
3,417
+2
4 5
6
7 8