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
$571M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.1M
3
+$2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.16M
5
CCL icon
Carnival Corp
CCL
+$1.09M

Top Sells

1
+$4.62M
2
+$1.51M
3
+$1.3M
4
APO icon
Apollo Global Management
APO
+$927K
5
VUG icon
Vanguard Growth ETF
VUG
+$810K

Sector Composition

1 Financials 11.15%
2 Technology 10.58%
3 Healthcare 8.68%
4 Communication Services 6.84%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$391K 0.07%
7,093
177
$386K 0.07%
3,050
178
$355K 0.06%
11,570
+71
179
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18,880
+252
180
$340K 0.06%
10,000
181
$339K 0.06%
4,349
-495
182
$339K 0.06%
6,537
-510
183
$335K 0.06%
12,000
184
$332K 0.06%
1,950
+1,663
185
$332K 0.06%
1,245
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186
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2,197
+156
187
$325K 0.06%
129,946
188
$325K 0.06%
2,774
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189
$322K 0.06%
24,750
+967
190
$322K 0.06%
36,600
-5,244
191
$319K 0.06%
3,567
+1,000
192
$312K 0.05%
2,348
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193
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2,144
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194
$305K 0.05%
2,612
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195
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1,342
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196
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2,727
-213
197
$303K 0.05%
38,000
198
$300K 0.05%
20,801
+25
199
$286K 0.05%
2,200
200
$286K 0.05%
13,725
-361
6 7
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