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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$518K 0.09%
7,914
+662
152
$497K 0.09%
14,464
+7,090
153
$493K 0.09%
8,014
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154
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155
$476K 0.09%
15,123
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156
$455K 0.08%
8,518
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157
$451K 0.08%
8,700
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158
$445K 0.08%
5,679
-7,448
159
$442K 0.08%
8,488
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$440K 0.08%
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161
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162
$415K 0.07%
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163
$396K 0.07%
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164
$384K 0.07%
5,092
-1,696
165
$376K 0.07%
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166
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167
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168
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22,892
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169
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170
$354K 0.06%
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171
$350K 0.06%
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172
$350K 0.06%
2,971
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173
$348K 0.06%
4,270
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174
$344K 0.06%
6,302
+195
175
$335K 0.06%
2,797
-82
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7
8 9