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
$525M
AUM Growth
-$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.2M
3
+$2.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.02M
5
MRO
Marathon Oil Corporation
MRO
+$2.01M

Top Sells

1
+$3.07M
2
+$2.36M
3
+$2.08M
4
UMC icon
United Microelectronic
UMC
+$1.75M
5
ORCL icon
Oracle
ORCL
+$1.4M

Sector Composition

1 Technology 11.35%
2 Healthcare 7.65%
3 Financials 5.71%
4 Industrials 4.98%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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