SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.66M
3
+$2.58M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$2.47M
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.75M

Top Sells

1
+$3.65M
2
+$2.85M
3
+$2.47M
4
MAN icon
ManpowerGroup
MAN
+$1.74M
5
TSN icon
Tyson Foods
TSN
+$1.7M

Sector Composition

1 Technology 13.5%
2 Healthcare 6.32%
3 Financials 5.27%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K 0.05%
1,334
-99
227
$277K 0.05%
3,554
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228
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4,147
-10
229
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231
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4,274
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232
$263K 0.04%
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233
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7,659
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234
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2,684
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235
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236
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237
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238
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239
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4,090
-70
240
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241
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4,683
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244
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3,400
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245
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246
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247
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248
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4,938
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249
$218K 0.04%
6,468
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250
$210K 0.03%
2,284
-145
8 9
10
11 12