SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+2.67%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$474M
AUM Growth
-$14.2M
(-2.9%)
Cap. Flow
-$20.2M
Cap. Flow
% of AUM
-4.26%
Top 10 Holdings %
Top 10 Hldgs %
24.58%
Holding
221
New
18
Increased
57
Reduced
87
Closed
39
Top Buys
| 1 |
AbbVie
ABBV
|
$5.98M |
| 2 |
Applied Materials
AMAT
|
$5.83M |
| 3 |
Stryker
SYK
|
$5.63M |
| 4 |
Kroger
KR
|
$5.17M |
| 5 |
Air Products & Chemicals
APD
|
$5.17M |
Top Sells
| 1 |
Apple
AAPL
|
$7.29M |
| 2 |
Viatris
VTRS
|
$6.33M |
| 3 |
CF Industries
CF
|
$5.75M |
| 4 |
Blackstone
BX
|
$5.16M |
| 5 |
IM
Ingram Micro
IM
|
$4.98M |
Sector Composition
| 1 | Technology | 14.45% |
| 2 | Financials | 12.62% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.56% |
| 5 | Industrials | 6.63% |
