SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$1.42M
3
+$1.42M
4
DD
Du Pont De Nemours E I
DD
+$1.41M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.37M

Top Sells

1
+$7.15M
2
+$1.29M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$982K

Sector Composition

1 Financials 13.36%
2 Technology 11.1%
3 Industrials 8.48%
4 Healthcare 8.04%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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204
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205
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206
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-17,450
207
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-2,733
208
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210
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211
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-35,863
212
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