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
$783M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.94M
3
+$1.55M
4
THC icon
Tenet Healthcare
THC
+$1.53M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$896K

Top Sells

1
+$3.8M
2
+$2.51M
3
+$2.07M
4
VZ icon
Verizon
VZ
+$1.33M
5
CE icon
Celanese
CE
+$1M

Sector Composition

1 Technology 15.92%
2 Financials 6.06%
3 Healthcare 4.9%
4 Communication Services 4.14%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$829K 0.11%
18,829
-57
152
$825K 0.11%
1,376
+11
153
$822K 0.1%
16,041
+151
154
$818K 0.1%
15,278
155
$816K 0.1%
20,415
-33,261
156
$813K 0.1%
9,125
+79
157
$789K 0.1%
25,698
-1,787
158
$774K 0.1%
4,011
-273
159
$764K 0.1%
2,645
+29
160
$760K 0.1%
13,652
161
$756K 0.1%
6,513
-529
162
$754K 0.1%
13,324
-3,633
163
$750K 0.1%
3,040
+2
164
$749K 0.1%
10,487
+74
165
$749K 0.1%
+1,788
166
$747K 0.1%
8,148
-121
167
$744K 0.09%
16,138
+1,581
168
$728K 0.09%
6,995
-882
169
$716K 0.09%
31,617
-3,595
170
$714K 0.09%
26,858
-218
171
$702K 0.09%
7,379
-33
172
$685K 0.09%
8,713
-1,733
173
$681K 0.09%
27,404
+55
174
$671K 0.09%
1,661
+229
175
$671K 0.09%
1,953
+9
5 6
7
8 9