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
$449M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.25M
3
+$1.58M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.56M
5
AMZN icon
Amazon
AMZN
+$1.33M

Top Sells

1
+$3.22M
2
+$2.57M
3
+$1.8M
4
COF icon
Capital One
COF
+$1.76M
5
PG icon
Procter & Gamble
PG
+$1.66M

Sector Composition

1 Technology 12.13%
2 Healthcare 6.37%
3 Financials 5.42%
4 Industrials 5.33%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$476K 0.11%
19,031
-2,855
152
$476K 0.11%
2,650
-87
153
$471K 0.1%
9,584
+3,954
154
$459K 0.1%
3,846
+425
155
$459K 0.1%
2,959
-40
156
$458K 0.1%
51,289
-3,958
157
$451K 0.1%
19,610
+1,185
158
$450K 0.1%
2,851
+61
159
$450K 0.1%
5,312
-100
160
$443K 0.1%
17,168
-782
161
$440K 0.1%
15,043
-2,624
162
$431K 0.1%
22,695
-480
163
$424K 0.09%
4,215
+43
164
$418K 0.09%
2,353
-250
165
$413K 0.09%
8,164
-3,994
166
$406K 0.09%
+2,384
167
$401K 0.09%
1,299
168
$398K 0.09%
3,982
-9,098
169
$395K 0.09%
818
+12
170
$394K 0.09%
8,152
+3,108
171
$388K 0.09%
+7,638
172
$386K 0.09%
9,445
+95
173
$382K 0.09%
9,501
+1,320
174
$380K 0.08%
14,506
-18,305
175
$371K 0.08%
4,877
+1,017
5 6
7
8 9