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
$452M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.83M
3 +$1.75M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.68M
5
FSLR icon
First Solar
FSLR
+$1.63M

Top Sells

1 +$4.03M
2 +$3.58M
3 +$2M
4
DFS
Discover Financial Services
DFS
+$1.8M
5
APD icon
Air Products & Chemicals
APD
+$1.53M

Sector Composition

1 Technology 12.08%
2 Healthcare 6.63%
3 Financials 5.11%
4 Consumer Discretionary 4.85%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$394K 0.09%
+7,611
177
$391K 0.09%
786
-32
178
$391K 0.09%
15,198
-1,970
179
$372K 0.08%
23,049
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180
$371K 0.08%
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$368K 0.08%
5,771
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182
$362K 0.08%
1,225
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183
$343K 0.08%
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184
$340K 0.08%
13,446
-1,060
185
$337K 0.07%
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186
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5,576
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187
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188
$313K 0.07%
5,191
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189
$296K 0.07%
819
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$295K 0.07%
6,228
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191
$294K 0.07%
11,714
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8,605
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193
$271K 0.06%
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194
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1,914
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195
$265K 0.06%
4,095
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196
$251K 0.06%
5,003
+502
197
$247K 0.05%
+4,553
198
$237K 0.05%
+1,219
199
$236K 0.05%
1,106
+48
200
$234K 0.05%
623
-74