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
$741M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$3.95M
3
+$3.79M
4
UTHR icon
United Therapeutics
UTHR
+$3.28M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.55M

Top Sells

1
+$3.15M
2
+$2.53M
3
+$1.93M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.64M

Sector Composition

1 Technology 15.2%
2 Healthcare 6.02%
3 Financials 5.59%
4 Communication Services 4.02%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.6M 0.22%
31,146
-264
127
$1.56M 0.21%
32,986
-371
128
$1.51M 0.2%
5,864
-26
129
$1.41M 0.19%
8,563
-87
130
$1.4M 0.19%
11,500
+357
131
$1.37M 0.19%
3,036
-365
132
$1.36M 0.18%
7,430
+1,481
133
$1.33M 0.18%
15,494
+458
134
$1.32M 0.18%
32,004
+791
135
$1.31M 0.18%
28,089
+320
136
$1.27M 0.17%
10,248
-65
137
$1.17M 0.16%
4,686
-1,291
138
$1.15M 0.15%
26,762
+1,130
139
$1.14M 0.15%
+2,440
140
$1.13M 0.15%
17,654
+1,945
141
$1.1M 0.15%
22,081
-5,314
142
$1.09M 0.15%
15,377
-1,477
143
$1.09M 0.15%
28,061
+714
144
$1.07M 0.14%
40,091
-1,256
145
$1.01M 0.14%
20,459
-1,128
146
$1M 0.14%
8,302
+9
147
$971K 0.13%
7,200
+75
148
$971K 0.13%
2,386
-273
149
$917K 0.12%
7,119
-61
150
$883K 0.12%
9,787
+312
4 5
6
7 8