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
-3,176
180
$371K 0.08%
4,878
+1
181
$368K 0.08%
5,771
-117
182
$362K 0.08%
1,225
+52
183
$343K 0.08%
1,920
+167
184
$340K 0.08%
13,446
-1,060
185
$337K 0.07%
5,239
+467
186
$333K 0.07%
5,576
-200
187
$321K 0.07%
7,938
-1,031
188
$313K 0.07%
5,191
+571
189
$296K 0.07%
819
+2
190
$295K 0.07%
6,228
+1,263
191
$294K 0.07%
11,714
-7,812
192
$286K 0.06%
8,605
+1,439
193
$271K 0.06%
2,534
-65
194
$269K 0.06%
1,914
-471
195
$265K 0.06%
4,095
+580
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
5 6 7
8
9