SFM
Signet Financial Management Portfolio holdings
AUM
$796M
This Quarter Return
+2.84%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$473M
AUM Growth
+$473M
(+2.9%)
Cap. Flow
+$3.3M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
21.09%
Holding
204
New
11
Increased
85
Reduced
60
Closed
14
Top Buys
| 1 |
Bank of America
BAC
|
$5.17M |
| 2 |
LKQ Corp
LKQ
|
$4.93M |
| 3 |
Blackrock
BLK
|
$1.39M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.2M |
| 5 |
BGC Group
BGC
|
$1.1M |
Top Sells
| 1 |
TCF
TCF Financial Corporation Common Stock
TCF
|
$6.34M |
| 2 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$4.15M |
| 3 |
Applied Materials
AMAT
|
$1.93M |
| 4 |
PNC Financial Services
PNC
|
$1.79M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$900K |
Sector Composition
| 1 | Financials | 13.03% |
| 2 | Technology | 10.6% |
| 3 | Healthcare | 8.34% |
| 4 | Industrials | 7.81% |
| 5 | Consumer Discretionary | 6.47% |