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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$451K 0.08%
3,424
+62
177
$449K 0.08%
3,582
-302
178
$441K 0.08%
2,899
+15
179
$437K 0.08%
8,662
-946
180
$436K 0.08%
+9,091
181
$434K 0.07%
+26,651
182
$434K 0.07%
20,960
+1,920
183
$432K 0.07%
+5,456
184
$431K 0.07%
+1,973
185
$429K 0.07%
+2,234
186
$411K 0.07%
+4,844
187
$395K 0.07%
+12,982
188
$394K 0.07%
819
-22
189
$386K 0.07%
859
+277
190
$377K 0.07%
+6,011
191
$377K 0.07%
+1,053
192
$375K 0.06%
959
+12
193
$374K 0.06%
13,652
-3,682
194
$367K 0.06%
+1,171
195
$367K 0.06%
23,258
+1,584
196
$365K 0.06%
+1,426
197
$365K 0.06%
+5,896
198
$362K 0.06%
2,060
-224
199
$359K 0.06%
8,086
+67
200
$358K 0.06%
+7,049
6 7
8
9 10