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
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.02M
3
+$778K
4
SLB icon
SLB Ltd
SLB
+$624K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$545K

Top Sells

1
+$1.28M
2
+$409K
3
+$389K
4
HAL icon
Halliburton
HAL
+$351K
5
DXC icon
DXC Technology
DXC
+$314K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$535K 0.1%
6,131
-263
177
$529K 0.1%
+8,818
178
$523K 0.1%
13,676
-2,170
179
$519K 0.1%
12,950
180
$514K 0.1%
2,884
-10
181
$501K 0.09%
9,152
+2
182
$476K 0.09%
8,563
+281
183
$469K 0.09%
1,439
+101
184
$468K 0.09%
6,301
+1,235
185
$458K 0.09%
22,848
+198
186
$456K 0.09%
4,058
+2,054
187
$441K 0.08%
3,223
-280
188
$432K 0.08%
2,999
-33
189
$426K 0.08%
7,558
+58
190
$418K 0.08%
5,472
+2
191
$404K 0.08%
3,215
+49
192
$402K 0.08%
3,354
-250
193
$397K 0.07%
2,722
-35
194
$393K 0.07%
3,050
195
$384K 0.07%
1,299
-180
196
$374K 0.07%
+6,086
197
$367K 0.07%
15,262
198
$365K 0.07%
19,361
+128
199
$358K 0.07%
2,795
+98
200
$354K 0.07%
5,483
+1,848
6 7
8
9 10