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
$473M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.63M
3
+$1.32M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.19M
5
BGC icon
BGC Group
BGC
+$1.01M

Top Sells

1
+$6.34M
2
+$4.14M
3
+$1.98M
4
PNC icon
PNC Financial Services
PNC
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$892K

Sector Composition

1 Financials 13.03%
2 Technology 10.6%
3 Healthcare 8.34%
4 Industrials 7.81%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,759
202
– –
-123,958
203
– –
-134,793
204
– –
-11,597
5 6 7 8
9