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
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.02M
3
+$778K
4
SLB icon
SLB Ltd
SLB
+$624K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$545K

Top Sells

1
+$1.28M
2
+$409K
3
+$389K
4
HAL icon
Halliburton
HAL
+$351K
5
DXC icon
DXC Technology
DXC
+$314K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$711K 0.13%
5,666
+2,827
152
$705K 0.13%
32,360
-1,950
153
$697K 0.13%
3,309
-325
154
$696K 0.13%
13,686
-2,940
155
$680K 0.13%
14,376
+337
156
$677K 0.13%
17,165
+1,107
157
$675K 0.13%
52,875
158
$658K 0.12%
8,076
+1,140
159
$657K 0.12%
8,156
+601
160
$652K 0.12%
4,678
+78
161
$641K 0.12%
15,000
162
$641K 0.12%
16,945
+298
163
$633K 0.12%
3,818
+403
164
$626K 0.12%
14,622
-895
165
$624K 0.12%
+15,525
166
$621K 0.12%
23,176
-3,797
167
$620K 0.12%
10,244
-400
168
$619K 0.12%
5,347
169
$607K 0.11%
15,265
170
$599K 0.11%
4,140
+500
171
$587K 0.11%
21,866
+2
172
$586K 0.11%
10,934
+596
173
$563K 0.11%
22,288
+14
174
$554K 0.1%
8,572
175
$535K 0.1%
11,389
+4,931
5 6
7
8 9