SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$213K 0.04%
+5,333
202
$211K 0.04%
+2,759
203
$207K 0.04%
28,299
204
$205K 0.04%
6,852
-1,464
205
$198K 0.04%
+2,842
206
$198K 0.04%
2,366
-3,082
207
$197K 0.04%
13,065
-900
208
$194K 0.03%
+3,333
209
$192K 0.03%
+2,795
210
$191K 0.03%
+1,438
211
$189K 0.03%
+3,236
212
$183K 0.03%
+1,761
213
$181K 0.03%
+6,093
214
$181K 0.03%
+2,684
215
$176K 0.03%
+3,377
216
$175K 0.03%
+7,568
217
$175K 0.03%
+2,245
218
$175K 0.03%
1,290
-988
219
$174K 0.03%
1,188
-904
220
$174K 0.03%
+1,640
221
$173K 0.03%
+801
222
$168K 0.03%
498
-4,309
223
$167K 0.03%
+6,465
224
$166K 0.03%
+1,112
225
$164K 0.03%
15,000
7 8
9
10 11