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
$594M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.27M
3
+$3.27M
4
DFS
Discover Financial Services
DFS
+$2.84M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$2.48M

Top Sells

1
+$4.71M
2
+$3.47M
3
+$3.39M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.69M
5
NOC icon
Northrop Grumman
NOC
+$2.43M

Sector Composition

1 Technology 13.23%
2 Healthcare 6.44%
3 Financials 5.29%
4 Industrials 4.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.44M 0.24%
11,061
+23
127
$1.44M 0.24%
13,894
-328
128
$1.42M 0.24%
7,054
+170
129
$1.42M 0.24%
56,318
-1,816
130
$1.32M 0.22%
45,553
+1,995
131
$1.3M 0.22%
38,519
+9,910
132
$1.29M 0.22%
+25,252
133
$1.26M 0.21%
11,799
-861
134
$1.24M 0.21%
20,539
+3,788
135
$1.23M 0.21%
9,819
+769
136
$1.18M 0.2%
27,373
-1,468
137
$1.17M 0.2%
36,288
-15,439
138
$1.16M 0.2%
43,027
-103
139
$1.11M 0.19%
7,425
-5,288
140
$1.09M 0.18%
25,807
-167
141
$1.08M 0.18%
34,928
+2,956
142
$1.06M 0.18%
12,375
-172
143
$1.05M 0.18%
4,714
+704
144
$1.04M 0.17%
28,290
+5,491
145
$1.01M 0.17%
9,992
-1,812
146
$995K 0.17%
22,019
-246
147
$984K 0.17%
16,529
-336
148
$983K 0.17%
24,339
-735
149
$952K 0.16%
25,560
+437
150
$945K 0.16%
+1,689
4 5
6
7 8