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
$534M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.15M
3
+$1.7M
4
RF icon
Regions Financial
RF
+$1.63M
5
QRVO icon
Qorvo
QRVO
+$1.36M

Top Sells

1
+$2.15M
2
+$1.79M
3
+$1.57M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.31M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1M

Sector Composition

1 Technology 12.25%
2 Financials 6.76%
3 Healthcare 6.15%
4 Communication Services 4.73%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$407K 0.08%
8,016
+1
177
$403K 0.08%
8,937
-325
178
$400K 0.08%
5,504
-46
179
$390K 0.07%
819
180
$387K 0.07%
3,034
+289
181
$386K 0.07%
1,745
-482
182
$385K 0.07%
1,743
-12
183
$378K 0.07%
5,029
-138
184
$370K 0.07%
+13,817
185
$368K 0.07%
+1,949
186
$360K 0.07%
11,434
-934
187
$358K 0.07%
5,767
188
$356K 0.07%
+6,273
189
$350K 0.07%
7,734
+1,206
190
$348K 0.07%
+6,571
191
$327K 0.06%
8,395
-3,099
192
$325K 0.06%
10,387
-2,658
193
$315K 0.06%
10,439
-166
194
$313K 0.06%
3,418
+472
195
$300K 0.06%
5,891
+371
196
$297K 0.06%
2,120
-864
197
$294K 0.06%
6,087
-45
198
$294K 0.06%
1,371
+307
199
$277K 0.05%
+744
200
$273K 0.05%
20,480
+1,680
6 7
8
9 10