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
$594M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.27M
3
+$3.27M
4
DFS
Discover Financial Services
DFS
+$2.84M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$2.48M

Top Sells

1
+$4.71M
2
+$3.47M
3
+$3.39M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.69M
5
NOC icon
Northrop Grumman
NOC
+$2.43M

Sector Composition

1 Technology 13.23%
2 Healthcare 6.44%
3 Financials 5.29%
4 Industrials 4.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$450K 0.08%
1,970
-56
202
$438K 0.07%
2,110
-104
203
$408K 0.07%
1,995
+14
204
$408K 0.07%
7,436
+193
205
$405K 0.07%
3,243
-30
206
$400K 0.07%
10,559
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207
$392K 0.07%
9,127
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208
$385K 0.06%
4,844
-88
209
$371K 0.06%
2,502
+231
210
$370K 0.06%
6,901
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211
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8,269
-45
212
$347K 0.06%
734
-4
213
$345K 0.06%
8,417
-298
214
$343K 0.06%
7,244
+2,329
215
$341K 0.06%
4,233
-2
216
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3,746
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$338K 0.06%
13,516
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218
$335K 0.06%
674
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219
$335K 0.06%
2,050
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220
$334K 0.06%
1,083
-95
221
$333K 0.06%
2,576
-56
222
$329K 0.06%
11,850
-2,700
223
$315K 0.05%
+5,026
224
$311K 0.05%
5,017
-165
225
$308K 0.05%
1,462
-396
7 8
9
10 11