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
$783M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.94M
3
+$1.55M
4
THC icon
Tenet Healthcare
THC
+$1.53M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$896K

Top Sells

1
+$3.8M
2
+$2.51M
3
+$2.07M
4
VZ icon
Verizon
VZ
+$1.33M
5
CE icon
Celanese
CE
+$1M

Sector Composition

1 Technology 15.92%
2 Financials 6.06%
3 Healthcare 4.9%
4 Communication Services 4.14%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$661K 0.08%
+7,248
177
$648K 0.08%
11,661
+2,386
178
$646K 0.08%
36,880
-3,139
179
$636K 0.08%
12,256
+1,079
180
$635K 0.08%
1,402
-971
181
$607K 0.08%
2,819
-31
182
$606K 0.08%
7,888
-580
183
$603K 0.08%
12,090
+2,044
184
$590K 0.08%
7,286
-78
185
$589K 0.08%
9,243
-685
186
$559K 0.07%
+10,751
187
$554K 0.07%
4,025
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188
$547K 0.07%
4,706
-79
189
$521K 0.07%
4,887
-82
190
$511K 0.07%
1,707
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191
$506K 0.06%
18,056
-1,828
192
$501K 0.06%
8,388
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193
$463K 0.06%
4,940
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194
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4,295
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195
$462K 0.06%
5,172
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196
$462K 0.06%
+11,348
197
$448K 0.06%
4,643
+51
198
$442K 0.06%
775
+295
199
$434K 0.06%
8,346
-296
200
$422K 0.05%
4,730
+520
6 7
8
9 10