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
$536M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.02M
3
+$778K
4
SLB icon
SLB Ltd
SLB
+$624K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$545K

Top Sells

1
+$1.28M
2
+$409K
3
+$389K
4
HAL icon
Halliburton
HAL
+$351K
5
DXC icon
DXC Technology
DXC
+$314K

Sector Composition

1 Technology 10.93%
2 Financials 8.38%
3 Healthcare 6.79%
4 Industrials 6.09%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$342K 0.06%
10,000
202
$332K 0.06%
3,695
+102
203
$329K 0.06%
8,740
204
$317K 0.06%
6,340
+5
205
$311K 0.06%
+3,537
206
$304K 0.06%
3,008
+208
207
$304K 0.06%
937
208
$299K 0.06%
21,669
+601
209
$297K 0.06%
3,199
+33
210
$291K 0.05%
38,000
211
$287K 0.05%
3,333
212
$284K 0.05%
7,848
-6
213
$283K 0.05%
9,201
+261
214
$279K 0.05%
1,411
+1
215
$272K 0.05%
5,405
216
$271K 0.05%
2,104
-6
217
$270K 0.05%
9,149
+1
218
$263K 0.05%
15,535
+2,466
219
$253K 0.05%
+3,481
220
$248K 0.05%
+10,302
221
$245K 0.05%
652
222
$244K 0.05%
8,940
-190
223
$226K 0.04%
7,000
224
$222K 0.04%
6,894
225
$221K 0.04%
3,474
+106
7 8
9
10 11