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
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.21M
3
+$3.21M
4
PPC icon
Pilgrim's Pride
PPC
+$2.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M

Top Sells

1
+$6.32M
2
+$5.13M
3
+$4.29M
4
KO icon
Coca-Cola
KO
+$3.33M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.62M

Sector Composition

1 Technology 13.67%
2 Financials 6.2%
3 Healthcare 5.63%
4 Communication Services 4.09%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.77M 0.24%
+30,083
127
$1.72M 0.23%
17,090
-3,500
128
$1.7M 0.23%
21,736
-1,112
129
$1.59M 0.22%
15,250
-324
130
$1.57M 0.21%
31,430
-2,335
131
$1.54M 0.21%
15,939
-4,687
132
$1.53M 0.21%
+15,348
133
$1.51M 0.2%
+60,711
134
$1.5M 0.2%
9,726
-56
135
$1.5M 0.2%
2,751
-137
136
$1.5M 0.2%
6,898
+1,351
137
$1.5M 0.2%
24,659
-4,257
138
$1.47M 0.2%
5,428
+2,783
139
$1.46M 0.2%
14,956
+7,961
140
$1.33M 0.18%
18,853
-3,814
141
$1.3M 0.18%
24,894
-5,845
142
$1.3M 0.18%
27,698
+206
143
$1.28M 0.17%
9,801
-985
144
$1.25M 0.17%
20,319
-2,767
145
$1.21M 0.16%
+8,646
146
$1.2M 0.16%
16,987
+1,581
147
$1.2M 0.16%
+23,852
148
$1.2M 0.16%
+21,734
149
$1.19M 0.16%
6,042
-568
150
$1.17M 0.16%
+22,870
4 5
6
7 8