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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$398K 0.08%
8,488
152
$394K 0.08%
7,893
+330
153
$384K 0.08%
32,097
+58
154
$379K 0.07%
3,050
155
$379K 0.07%
8,095
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156
$369K 0.07%
21,848
+460
157
$365K 0.07%
3,702
-100
158
$362K 0.07%
4,430
+1,110
159
$356K 0.07%
6,515
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160
$342K 0.07%
+1,049
161
$337K 0.07%
10,000
162
$323K 0.06%
38,000
163
$318K 0.06%
2,564
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164
$316K 0.06%
20,776
165
$298K 0.06%
2,462
166
$285K 0.06%
1,813
167
$278K 0.05%
+1,203
168
$269K 0.05%
4,222
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169
$262K 0.05%
10,140
+2,076
170
$261K 0.05%
2,200
171
$260K 0.05%
2,487
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172
$258K 0.05%
5,405
173
$258K 0.05%
4,760
+1,000
174
$253K 0.05%
+1,616
175
$248K 0.05%
+2,353
5 6
7
8 9