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
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.1M
3
+$2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$629K 0.11%
8,349
-960
152
$605K 0.11%
7,982
+2,036
153
$585K 0.1%
52,875
154
$579K 0.1%
15,586
-1,276
155
$576K 0.1%
5,101
-414
156
$574K 0.1%
11,082
157
$569K 0.1%
10,523
-113
158
$559K 0.1%
14,902
-883
159
$558K 0.1%
3,309
+1,611
160
$550K 0.1%
1,601
-200
161
$547K 0.1%
9,548
+729
162
$529K 0.09%
8,776
-64
163
$528K 0.09%
12,951
164
$508K 0.09%
2,735
-87
165
$502K 0.09%
14,623
+3,822
166
$501K 0.09%
8,519
167
$490K 0.09%
20,409
-1,415
168
$488K 0.09%
15,123
169
$480K 0.08%
13,258
+3,612
170
$468K 0.08%
4,921
+195
171
$454K 0.08%
10,844
+228
172
$429K 0.08%
6,322
+4
173
$423K 0.07%
3,682
+3,201
174
$412K 0.07%
8,488
175
$410K 0.07%
2,731
+200
5 6
7
8 9