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
$728M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.38M
3
+$3.36M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$3.31M
5
AMP icon
Ameriprise Financial
AMP
+$3.18M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.18M
5
AMAT icon
Applied Materials
AMAT
+$1.61M

Sector Composition

1 Technology 14.1%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.12%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$476K 0.07%
+4,074
202
$468K 0.06%
2,716
+113
203
$431K 0.06%
16,020
+27
204
$423K 0.06%
9,086
+257
205
$400K 0.06%
1,601
+353
206
$391K 0.05%
3,423
-271
207
$389K 0.05%
4,649
+93
208
$387K 0.05%
9,246
-54
209
$381K 0.05%
4,290
+1,196
210
$373K 0.05%
1,775
-347
211
$373K 0.05%
12,138
+221
212
$358K 0.05%
725
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213
$355K 0.05%
6,067
+113
214
$353K 0.05%
2,571
+53
215
$352K 0.05%
3,753
-31
216
$351K 0.05%
3,728
-57,442
217
$349K 0.05%
3,068
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218
$345K 0.05%
+17,696
219
$344K 0.05%
2,643
+12
220
$339K 0.05%
8,464
221
$332K 0.05%
+3,185
222
$327K 0.04%
4,752
+505
223
$325K 0.04%
11,702
-29,889
224
$317K 0.04%
21,230
+2,209
225
$296K 0.04%
6,721
+894
7 8
9
10 11