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
$741M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$3.95M
3
+$3.79M
4
UTHR icon
United Therapeutics
UTHR
+$3.28M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.55M

Top Sells

1
+$3.15M
2
+$2.53M
3
+$1.93M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.64M

Sector Composition

1 Technology 15.2%
2 Healthcare 6.02%
3 Financials 5.59%
4 Communication Services 4.02%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$647K 0.09%
13,970
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177
$642K 0.09%
8,647
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195
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