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
$292M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.44M
3
+$779K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$661K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$576K

Top Sells

1
+$22.3M
2
+$15.7M
3
+$9.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.89M
5
MSFT icon
Microsoft
MSFT
+$7.38M

Sector Composition

1 Communication Services 9.07%
2 Technology 5.4%
3 Financials 5.32%
4 Healthcare 4.95%
5 Real Estate 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
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