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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$247K 0.05%
129,946
177
$226K 0.04%
+2,795
178
$222K 0.04%
28,069
179
$222K 0.04%
+3,239
180
$212K 0.04%
+2,029
181
$211K 0.04%
+1,284
182
$211K 0.04%
15,125
183
$209K 0.04%
+1,818
184
$202K 0.04%
+4,515
185
$200K 0.04%
+2,273
186
$177K 0.03%
3,356
+665
187
$177K 0.03%
15,000
188
$176K 0.03%
+6,804
189
$129K 0.03%
10,712
190
$127K 0.02%
2,612
191
$92K 0.02%
+1,148
192
$91K 0.02%
4,060
193
$60K 0.01%
17,116
194
$59K 0.01%
1,060
195
– –
-2,750
196
– –
-52,147
197
– –
-7,439
198
– –
-35,484
199
– –
0
200
– –
-442,074
5 6 7
8
9