We are live on ! Find out more
SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.22M
3
+$5.17M
4
AMAT icon
Applied Materials
AMAT
+$5.02M
5
APD icon
Air Products & Chemicals
APD
+$4.69M

Top Sells

1
+$6.67M
2
+$6.59M
3
+$5.75M
4
IM
Ingram Micro
IM
+$4.97M
5
BX icon
Blackstone
BX
+$4.86M

Sector Composition

1 Technology 14.45%
2 Financials 12.62%
3 Healthcare 9.92%
4 Consumer Discretionary 9.56%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-7,256
202
– –
-128,037
203
– –
-2,000
204
– –
-1,200
205
– –
-2,525
206
– –
-7,046
207
– –
-2,093
208
– –
-4,286
209
– –
-3,004
210
– –
-8,843
211
– –
-11,431
212
– –
-149,521
213
– –
-20,610
214
– –
-7,808
215
– –
-76,484
216
– –
-163,771
217
– –
0
218
– –
-60,000
219
– –
-63
220
– –
-19,093
221
– –
-88,439
5 6 7 8
9