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
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.49M
3
+$4.47M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.73M
5
DD icon
DuPont de Nemours
DD
+$1.5M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$1.98M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-95,673
203
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204
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-9,000
205
– –
-3,498
206
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-31,215
207
– –
-32,565
208
– –
-18,155
5 6 7 8
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