SFM

Signet Financial Management Portfolio holdings

AUM $796M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.58M
3
+$4.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.76M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$5.98M
2
+$3.76M
3
+$2.23M
4
AET
Aetna Inc
AET
+$2.01M
5
DD
Du Pont De Nemours E I
DD
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 11.68%
3 Healthcare 8.13%
4 Industrials 8.08%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3M 2.8%
107,408
+13,294
2
$11.7M 2.29%
145,500
-12,237
3
$11.1M 2.18%
117,152
-1,509
4
$10.5M 2.06%
81,113
-6,167
5
$10.5M 2.06%
88,532
+54
6
$10.3M 2.01%
266,544
+11,000
7
$9M 1.76%
239,570
+2,983
8
$8.65M 1.7%
97,340
+1,454
9
$8.61M 1.69%
220,771
+244
10
$8.48M 1.66%
162,871
+3,207
11
$8.47M 1.66%
220,017
+3,019
12
$8.37M 1.64%
83,828
+14,848
13
$8.28M 1.62%
172,660
+4,100
14
$7.58M 1.49%
187,744
+1,291
15
$7.22M 1.42%
137,006
+6,867
16
$7.1M 1.39%
44,630
-12,656
17
$6.98M 1.37%
75,963
+1,805
18
$6.95M 1.36%
74,237
+1,706
19
$6.88M 1.35%
49,567
+1,078
20
$6.83M 1.34%
83,287
+1,128
21
$6.7M 1.31%
131,121
+6,626
22
$6.7M 1.31%
264,313
+263
23
$6.45M 1.26%
50,438
+3,451
24
$6.44M 1.26%
91,449
+1,929
25
$6.4M 1.25%
57,446
+628
1
2 3 4 5