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
$579M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$9.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.14M

Top Sells

1
+$2.35M
2
+$733K
3
+$319K
4
ACN icon
Accenture
ACN
+$279K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$143K

Sector Composition

1 Technology 12.18%
2 Financials 6.89%
3 Healthcare 6.4%
4 Industrials 5.06%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$357K 0.06%
9,030
+317
202
$353K 0.06%
+4,130
203
$352K 0.06%
+3,575
204
$350K 0.06%
3,004
-10
205
$350K 0.06%
6,714
+211
206
$349K 0.06%
907
+39
207
$348K 0.06%
+2,619
208
$344K 0.06%
22,265
+432
209
$339K 0.06%
5,769
+175
210
$335K 0.06%
8,112
+1,666
211
$329K 0.06%
+6,384
212
$325K 0.06%
+6,993
213
$316K 0.05%
+12,340
214
$308K 0.05%
+10,033
215
$298K 0.05%
+13,444
216
$285K 0.05%
+4,144
217
$280K 0.05%
+396
218
$271K 0.05%
8,657
-753
219
$270K 0.05%
+9,874
220
$266K 0.05%
+2,314
221
$263K 0.05%
+18,570
222
$263K 0.05%
5,259
223
$263K 0.05%
+1,629
224
$260K 0.04%
4,102
+326
225
$259K 0.04%
+949
7 8
9
10 11