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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$672K 0.09%
+26,910
177
$671K 0.09%
20,550
+395
178
$665K 0.09%
4,499
-8,092
179
$648K 0.09%
2,621
180
$634K 0.09%
2,806
+61
181
$626K 0.09%
5,568
-108
182
$625K 0.09%
4,914
+348
183
$603K 0.08%
7,918
-175
184
$595K 0.08%
1,024
-34
185
$585K 0.08%
4,559
+9
186
$576K 0.08%
1,661
-839
187
$575K 0.08%
6,332
+29
188
$573K 0.08%
12,294
+1,534
189
$562K 0.08%
10,311
+380
190
$555K 0.08%
1,913
+39
191
$555K 0.08%
2,113
+236
192
$553K 0.08%
1,930
+135
193
$543K 0.07%
5,757
-11,186
194
$532K 0.07%
1,025
-36
195
$529K 0.07%
12,999
+83
196
$525K 0.07%
4,889
-38
197
$515K 0.07%
3,040
+45
198
$511K 0.07%
8,900
-1,751
199
$503K 0.07%
8,723
+132
200
$479K 0.07%
11,162
+494
6 7
8
9 10