SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.42M
3
+$1.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.25M
5
PYPL icon
PayPal
PYPL
+$1.21M

Top Sells

1
+$5.37M
2
+$3.61M
3
+$2.15M
4
URI icon
United Rentals
URI
+$1.54M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.41%
2 Healthcare 6.16%
3 Financials 6.05%
4 Consumer Discretionary 4.83%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$148K 0.03%
+10,058
227
$132K 0.03%
15,066
+60
228
$103K 0.02%
10,558
-7,479
229
– –
-11,007
230
– –
-38,695
231
– –
-4,731
232
– –
-86,380
233
– –
-1,718
234
– –
-5,405
235
– –
-8,630
236
– –
-5,693
237
– –
-11,714
6 7 8 9
10