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
$556M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.24M
3
+$5.17M
4
VOD icon
Vodafone
VOD
+$4.46M
5
UTHR icon
United Therapeutics
UTHR
+$4.29M

Top Sells

1
+$7.15M
2
+$6.99M
3
+$6.88M
4
NEU icon
NewMarket
NEU
+$5.02M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

Sector Composition

1 Financials 13.17%
2 Technology 12.12%
3 Industrials 7.42%
4 Healthcare 6.87%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 2.56%
100,231
-2,803
2
$10.7M 1.93%
106,059
-9,850
3
$10.5M 1.88%
249,880
-8,748
4
$9.92M 1.78%
226,769
+1,849
5
$9.8M 1.76%
72,200
-5,677
6
$9.43M 1.7%
120,191
-13,693
7
$9.3M 1.67%
167,165
+4,002
8
$9.24M 1.66%
307,967
-5,749
9
$9.15M 1.64%
96,641
+702
10
$9.05M 1.63%
223,808
+3,511
11
$8.85M 1.59%
73,745
-9,766
12
$8.82M 1.59%
51,055
+1,639
13
$8.79M 1.58%
170,440
+320
14
$8.1M 1.46%
78,504
-920
15
$7.62M 1.37%
223,116
+5,141
16
$7.59M 1.37%
44,923
+405
17
$7.2M 1.29%
134,216
+2,594
18
$7.16M 1.29%
44,793
-5,376
19
$7.15M 1.29%
75,430
+464
20
$7.07M 1.27%
91,233
+2,281
21
$6.92M 1.24%
190,335
+4,273
22
$6.54M 1.18%
120,299
-8,996
23
$6.35M 1.14%
58,140
+1,119
24
$6.29M 1.13%
132,012
+816
25
$6.13M 1.1%
38,088
+183
1
2 3 4 5