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Stephen Tuttle

@Signet Financial Management, Llc

Latest period2024 - Q4ReportedManaged Assets$783.484MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FTNTFortinet Inc
Recent Activity
Decreased -0.08%
0.59%
$4.594M
48,625 shares@ $94.48 avg price
SMMUPimco Etf Tr
Recent Activity
Decreased -0.81%
0.59%
$4.569M
91,676 shares@ $49.84 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 2.06%
0.58%
$4.536M
19,506 shares@ $232.53 avg price
VVisa Inc
Recent Activity
Decreased -1.07%
0.58%
$4.508M
14,265 shares@ $316.04 avg price
DUHPDimensional Etf Trust
Recent Activity
Decreased -1.09%
0.58%
$4.497M
133,081 shares@ $33.79 avg price
LDURPimco Etf Tr
Recent Activity
Increased 4.87%
0.57%
$4.433M
46,663 shares@ $94.99 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 0.33%
0.56%
$4.377M
117,769 shares@ $37.17 avg price
IEFAIshares Tr
Recent Activity
Increased 3.09%
0.53%
$4.102M
58,366 shares@ $70.29 avg price
ROSTRoss Stores Inc
Recent Activity
Decreased -0.36%
0.52%
$4.072M
26,921 shares@ $151.27 avg price
AMPAmeriprise Finl Inc
Recent Activity
Increased 0.35%
0.52%
$4.02M
7,551 shares@ $532.4 avg price