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
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.21M
3
+$3.21M
4
PPC icon
Pilgrim's Pride
PPC
+$2.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M

Top Sells

1
+$6.32M
2
+$5.13M
3
+$4.29M
4
KO icon
Coca-Cola
KO
+$3.33M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.62M

Sector Composition

1 Technology 13.67%
2 Financials 6.2%
3 Healthcare 5.63%
4 Communication Services 4.09%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$729K 0.1%
29,269
-2,348
177
$711K 0.1%
+22,427
178
$710K 0.1%
3,046
+6
179
$697K 0.09%
7,103
-145
180
$689K 0.09%
13,385
-267
181
$683K 0.09%
15,098
-3,731
182
$670K 0.09%
23,006
-3,852
183
$664K 0.09%
12,590
+334
184
$659K 0.09%
25,140
-2,264
185
$658K 0.09%
7,267
-1,858
186
$656K 0.09%
3,731
-280
187
$643K 0.09%
7,874
-839
188
$641K 0.09%
13,618
-2,520
189
$629K 0.08%
+17,345
190
$625K 0.08%
6,670
-1,478
191
$620K 0.08%
13,326
-2,715
192
$617K 0.08%
7,352
-536
193
$599K 0.08%
7,501
+215
194
$587K 0.08%
11,225
-436
195
$578K 0.08%
5,229
+57
196
$547K 0.07%
1,829
+122
197
$547K 0.07%
4,047
+22
198
$542K 0.07%
3,709
-5,818
199
$536K 0.07%
7,885
-2,602
200
$523K 0.07%
5,956
-557
6 7
8
9 10