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
$594M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.27M
3
+$3.27M
4
DFS
Discover Financial Services
DFS
+$2.84M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$2.48M

Top Sells

1
+$4.71M
2
+$3.47M
3
+$3.39M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.69M
5
NOC icon
Northrop Grumman
NOC
+$2.43M

Sector Composition

1 Technology 13.23%
2 Healthcare 6.44%
3 Financials 5.29%
4 Industrials 4.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$614K 0.1%
6,479
-61
177
$574K 0.1%
1,248
-21
178
$566K 0.1%
+7,111
179
$558K 0.09%
24,184
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180
$557K 0.09%
8,942
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181
$541K 0.09%
11,299
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182
$539K 0.09%
8,436
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183
$538K 0.09%
7,587
-107
184
$528K 0.09%
6,016
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185
$520K 0.09%
1,303
+3
186
$519K 0.09%
2,543
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187
$516K 0.09%
13,573
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188
$502K 0.08%
5,879
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189
$498K 0.08%
6,007
-2,401
190
$493K 0.08%
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191
$493K 0.08%
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192
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193
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195
$482K 0.08%
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196
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197
$460K 0.08%
12,042
-534
198
$453K 0.08%
12,735
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199
$453K 0.08%
18,573
-1,803
200
$452K 0.08%
4,553
+377
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