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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.18%
1,242
+16
127
$1.01M 0.18%
+8,592
128
$981K 0.17%
48,077
+1,883
129
$968K 0.17%
+17,823
130
$956K 0.17%
+26,081
131
$922K 0.16%
+13,804
132
$914K 0.16%
11,642
-237
133
$826K 0.14%
+4,072
134
$821K 0.14%
11,058
+191
135
$812K 0.14%
41,175
-32
136
$808K 0.14%
+4,435
137
$803K 0.14%
+13,426
138
$786K 0.14%
2,079
+35
139
$763K 0.13%
10,158
+375
140
$751K 0.13%
+4,442
141
$741K 0.13%
13,976
-2,355
142
$678K 0.12%
14,139
-2,991
143
$671K 0.12%
14,039
-290
144
$670K 0.12%
+27,069
145
$667K 0.12%
+1,167
146
$660K 0.11%
+8,265
147
$644K 0.11%
5,139
+3,515
148
$634K 0.11%
12,267
+262
149
$621K 0.11%
10,546
-121
150
$603K 0.1%
+1,801
4 5
6
7 8