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
$452M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.83M
3
+$1.75M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.68M
5
FSLR icon
First Solar
FSLR
+$1.63M

Top Sells

1
+$4.03M
2
+$3.58M
3
+$2M
4
DFS
Discover Financial Services
DFS
+$1.8M
5
APD icon
Air Products & Chemicals
APD
+$1.53M

Sector Composition

1 Technology 12.08%
2 Healthcare 6.63%
3 Financials 5.11%
4 Consumer Discretionary 4.85%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$505K 0.11%
5,037
+822
152
$500K 0.11%
4,479
+497
153
$500K 0.11%
11,319
+1,818
154
$497K 0.11%
2,611
-39
155
$492K 0.11%
5,690
-325
156
$489K 0.11%
5,898
-286
157
$487K 0.11%
4,127
+281
158
$485K 0.11%
9,681
+97
159
$481K 0.11%
5,214
-98
160
$479K 0.11%
3,542
-36
161
$468K 0.1%
2,946
-13
162
$463K 0.1%
11,007
-982
163
$447K 0.1%
+3,086
164
$447K 0.1%
11,231
+2,427
165
$441K 0.1%
4,731
-577
166
$436K 0.1%
+1,331
167
$432K 0.1%
46,068
-5,221
168
$431K 0.1%
8,497
+859
169
$426K 0.09%
15,096
+53
170
$421K 0.09%
2,274
-79
171
$420K 0.09%
22,098
-597
172
$415K 0.09%
1,778
173
$413K 0.09%
2,572
-279
174
$410K 0.09%
1,299
175
$400K 0.09%
18,215
-1,395
5 6
7
8 9