SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.93M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
BGC icon
BGC Group
BGC
+$1.1M

Top Sells

1
+$6.34M
2
+$4.14M
3
+$1.93M
4
PNC icon
PNC Financial Services
PNC
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$900K

Sector Composition

1 Financials 13.03%
2 Technology 10.6%
3 Healthcare 8.34%
4 Industrials 7.81%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$385K 0.08%
8,488
-2,311
152
$364K 0.08%
7,563
+2,540
153
$359K 0.08%
32,039
+1,300
154
$358K 0.08%
10,000
155
$340K 0.07%
+21,388
156
$336K 0.07%
7,235
+40
157
$336K 0.07%
6,137
+1,161
158
$331K 0.07%
2,820
-1,325
159
$330K 0.07%
2,773
+136
160
$327K 0.07%
38,000
161
$315K 0.07%
2,144
162
$310K 0.07%
5,994
-762
163
$310K 0.07%
20,776
164
$308K 0.07%
1,813
165
$306K 0.06%
2,872
+394
166
$305K 0.06%
129,946
167
$297K 0.06%
2,462
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168
$282K 0.06%
+5,068
169
$263K 0.06%
3,320
-425
170
$248K 0.05%
2,482
-226
171
$240K 0.05%
2,200
+100
172
$236K 0.05%
5,405
173
$236K 0.05%
3,760
174
$235K 0.05%
2,566
175
$217K 0.05%
28,069
5 6
7
8 9