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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.67M 0.23%
18,490
+8,020
127
$1.61M 0.22%
13,380
+3,440
128
$1.61M 0.22%
31,410
-717
129
$1.58M 0.22%
6,417
-160
130
$1.56M 0.21%
16,886
+5,030
131
$1.56M 0.21%
5,977
-192
132
$1.51M 0.21%
8,650
+187
133
$1.42M 0.2%
3,401
-974
134
$1.4M 0.19%
11,143
+157
135
$1.39M 0.19%
42,879
+1,584
136
$1.37M 0.19%
27,395
+4,152
137
$1.36M 0.19%
10,313
+214
138
$1.31M 0.18%
31,213
-21,600
139
$1.26M 0.17%
27,769
+5,414
140
$1.23M 0.17%
15,036
-4,210
141
$1.22M 0.17%
7,125
-24
142
$1.22M 0.17%
25,632
-3,235
143
$1.12M 0.15%
2,659
+701
144
$1.09M 0.15%
5,949
-2,071
145
$1.08M 0.15%
21,587
+188
146
$1.08M 0.15%
16,854
+2,553
147
$1.07M 0.15%
+19,728
148
$1.06M 0.15%
27,347
-189
149
$1.05M 0.14%
41,347
+91
150
$1.02M 0.14%
8,293
-3,265
4 5
6
7 8