We are live on ! Find out more
SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.42M
3
+$779K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$630K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$565K

Top Sells

1
+$22.3M
2
+$15.7M
3
+$9.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.89M
5
MSFT icon
Microsoft
MSFT
+$7.38M

Sector Composition

1 Communication Services 9.07%
2 Technology 5.4%
3 Financials 5.32%
4 Healthcare 4.95%
5 Real Estate 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,182
177
– –
-15,782
178
– –
-4,544
179
– –
-4,214
180
– –
-32,912
181
– –
-43,243
182
– –
-71,992
183
– –
-20,859
184
– –
-3,756
185
– –
-56,567
186
– –
-25,445
187
– –
-5,626
188
– –
-3,443
189
– –
-7,358
190
– –
-10,720
191
– –
-62,707
192
– –
-31,314
193
– –
-18,379
194
– –
-7,683
195
– –
-13,817
196
– –
-9,053
197
– –
-2,826
198
– –
-13,786
199
– –
-6,571
200
– –
-6,726
6 7
8
9 10