Stephen Tuttle

@Signet Financial Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$783.484M

Total holdings268

Assets growth rate-0.13%

Assets growth rate (2-Q avg)2.85%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Signet Financial Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 268 positions.

Assets under management

The assets under management (AUM) of Signet Financial Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 783.484M in assets, with a quarterly growth rate of -0.13% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Stephen Tuttle, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EXPEExpedia Group Inc Recent Activity Increased 0.3%	0.61%	$4.751M 25,499 shares@ $186.34 avg price	Increased 0.3%
DFICDimensional Etf Trust Recent Activity Increased 0.34%	0.61%	$4.746M 183,649 shares@ $25.85 avg price	Increased 0.34%
SPTISpdr Ser Tr Recent Activity Increased 4.09%	0.6%	$4.667M 167,380 shares@ $27.88 avg price	Increased 4.09%
XLKSelect Sector Spdr Tr Recent Activity Increased 2.06%	0.58%	$4.536M 19,506 shares@ $232.53 avg price	Increased 2.06%
LDURPimco Etf Tr Recent Activity Increased 4.87%	0.57%	$4.433M 46,663 shares@ $94.99 avg price	Increased 4.87%
CGGRCapital Group Growth Etf Recent Activity Increased 0.33%	0.56%	$4.377M 117,769 shares@ $37.17 avg price	Increased 0.33%
IEFAIshares Tr Recent Activity Increased 3.09%	0.53%	$4.102M 58,366 shares@ $70.29 avg price	Increased 3.09%
AMPAmeriprise Finl Inc Recent Activity Increased 0.35%	0.52%	$4.02M 7,551 shares@ $532.4 avg price	Increased 0.35%
WFCWells Fargo Co New Recent Activity Increased 0.41%	0.52%	$3.998M 56,916 shares@ $70.24 avg price	Increased 0.41%
OPEREtf Ser Solutions Recent Activity Increased 3.35%	0.5%	$3.842M 38,393 shares@ $100.07 avg price	Increased 3.35%