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
$449M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.25M
3
+$1.58M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.56M
5
AMZN icon
Amazon
AMZN
+$1.33M

Top Sells

1
+$3.22M
2
+$2.57M
3
+$1.8M
4
COF icon
Capital One
COF
+$1.76M
5
PG icon
Procter & Gamble
PG
+$1.66M

Sector Composition

1 Technology 12.13%
2 Healthcare 6.37%
3 Financials 5.42%
4 Industrials 5.33%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$370K 0.08%
901
177
$363K 0.08%
8,969
-2,407
178
$362K 0.08%
5,888
+1,599
179
$338K 0.08%
1,778
180
$337K 0.08%
+8,804
181
$333K 0.07%
1,753
-23
182
$319K 0.07%
7,166
-9,974
183
$318K 0.07%
5,776
-200
184
$316K 0.07%
2,599
+125
185
$305K 0.07%
4,772
-1,222
186
$304K 0.07%
4,620
-103
187
$296K 0.07%
7,500
188
$291K 0.06%
1,173
-10,354
189
$290K 0.06%
+817
190
$287K 0.06%
1,247
-2,868
191
$255K 0.06%
1,840
-773
192
$247K 0.06%
1,058
+2
193
$240K 0.05%
5,556
-800
194
$237K 0.05%
697
+27
195
$233K 0.05%
5,634
-592
196
$226K 0.05%
+4,501
197
$226K 0.05%
+2,385
198
$222K 0.05%
+1,238
199
$218K 0.05%
4,965
-37,164
200
$215K 0.05%
+2,847
6 7
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