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
$460M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.49M
3
+$1.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$7.15M
2
+$1.29M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$994K

Sector Composition

1 Financials 13.36%
2 Technology 11.1%
3 Industrials 8.48%
4 Healthcare 8.04%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$412K 0.09%
+1,813
152
$407K 0.09%
+3,050
153
$407K 0.09%
7,852
-56
154
$403K 0.09%
+10,000
155
$370K 0.08%
129,946
+10,000
156
$358K 0.08%
30,739
+2,000
157
$357K 0.08%
2,144
-161
158
$340K 0.07%
6,756
-109
159
$330K 0.07%
+38,000
160
$326K 0.07%
7,195
+934
161
$312K 0.07%
2,637
-89
162
$306K 0.07%
1,837
-3,312
163
$299K 0.07%
20,776
164
$291K 0.06%
2,471
-10
165
$290K 0.06%
6,840
-760
166
$278K 0.06%
3,745
-2,392
167
$265K 0.06%
4,976
-1,916
168
$262K 0.06%
2,478
-97
169
$259K 0.06%
2,708
-172
170
$239K 0.05%
3,760
171
$235K 0.05%
+5,023
172
$234K 0.05%
+1,803
173
$226K 0.05%
5,405
174
$225K 0.05%
2,566
-111
175
$216K 0.05%
2,574
-1,550
5 6
7
8 9