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
$783M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.94M
3
+$1.55M
4
THC icon
Tenet Healthcare
THC
+$1.53M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$896K

Top Sells

1
+$3.8M
2
+$2.51M
3
+$2.07M
4
VZ icon
Verizon
VZ
+$1.33M
5
CE icon
Celanese
CE
+$1M

Sector Composition

1 Technology 15.92%
2 Financials 6.06%
3 Healthcare 4.9%
4 Communication Services 4.14%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$420K 0.05%
2,732
-267
202
$418K 0.05%
11,560
-199
203
$401K 0.05%
3,160
+1
204
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205
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6,731
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206
$390K 0.05%
6,076
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207
$368K 0.05%
2,135
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208
$367K 0.05%
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209
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8,155
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210
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211
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212
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4,673
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213
$353K 0.05%
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214
$342K 0.04%
8,446
-12
215
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216
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14,975
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217
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218
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2,965
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219
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7,172
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220
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4,142
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221
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2,856
-178
222
$322K 0.04%
873
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223
$320K 0.04%
+1,331
224
$318K 0.04%
9,412
-1,334
225
$317K 0.04%
627
-95
7 8
9
10 11