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
$741M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$3.95M
3
+$3.79M
4
UTHR icon
United Therapeutics
UTHR
+$3.28M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.55M

Top Sells

1
+$3.15M
2
+$2.53M
3
+$1.93M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.64M

Sector Composition

1 Technology 15.2%
2 Healthcare 6.02%
3 Financials 5.59%
4 Communication Services 4.02%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$871K 0.12%
15,755
-568
152
$858K 0.12%
+17,674
153
$833K 0.11%
1,665
-63
154
$826K 0.11%
10,790
+221
155
$820K 0.11%
18,750
-4,705
156
$813K 0.11%
7,902
-121
157
$806K 0.11%
19,399
-329
158
$802K 0.11%
9,060
-34
159
$770K 0.1%
16,336
-1,092
160
$763K 0.1%
8,307
-35
161
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3,156
-67
162
$742K 0.1%
27,889
+979
163
$732K 0.1%
27,203
-4,334
164
$714K 0.1%
2,896
+90
165
$713K 0.1%
1,479
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166
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13,647
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167
$693K 0.09%
2,621
168
$691K 0.09%
27,190
-153
169
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10,409
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170
$686K 0.09%
4,414
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171
$681K 0.09%
12,600
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172
$673K 0.09%
3,051
173
$672K 0.09%
4,609
+110
174
$651K 0.09%
4,563
+4
175
$650K 0.09%
10,277
+50
5 6
7
8 9