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
$537M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.44M
3
+$3.36M
4
HAL icon
Halliburton
HAL
+$2.94M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.64M

Top Sells

1
+$4.69M
2
+$3.89M
3
+$3.48M
4
PPL icon
PPL Corp
PPL
+$1.3M
5
SCS
Steelcase
SCS
+$1.19M

Sector Composition

1 Financials 12.89%
2 Technology 11.28%
3 Industrials 9.07%
4 Healthcare 7.48%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$481K 0.09%
+9,358
152
$464K 0.09%
7,252
-711
153
$457K 0.09%
5,448
-274
154
$450K 0.08%
+8,682
155
$429K 0.08%
+14,096
156
$429K 0.08%
8,628
+140
157
$421K 0.08%
7,893
158
$421K 0.08%
41,305
-12,301
159
$405K 0.08%
3,050
160
$394K 0.07%
3,664
-38
161
$394K 0.07%
3,731
-1,503
162
$388K 0.07%
31,089
-1,008
163
$378K 0.07%
+2,480
164
$377K 0.07%
10,000
165
$370K 0.07%
1,072
+23
166
$359K 0.07%
+6,140
167
$352K 0.07%
22,150
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168
$349K 0.07%
1,874
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169
$348K 0.06%
2,912
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170
$340K 0.06%
7,521
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171
$337K 0.06%
6,107
-408
172
$332K 0.06%
+5,832
173
$328K 0.06%
2,879
+526
174
$323K 0.06%
1,813
175
$317K 0.06%
20,776
5 6
7
8 9