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
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.55M
3
+$9.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.69M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.5%
2 Healthcare 9.47%
3 Technology 8.03%
4 Consumer Discretionary 7.29%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.37%
+409,471
27
$3.72M 1.36%
+41,852
28
$3.68M 1.34%
+35,230
29
$3.63M 1.32%
+160,772
30
$3.56M 1.3%
+63,185
31
$3.55M 1.3%
+50,560
32
$3.54M 1.29%
+293,352
33
$3.49M 1.28%
+74,869
34
$3.49M 1.28%
+115,677
35
$3.46M 1.26%
+16,724
36
$3.45M 1.26%
+86,099
37
$3.44M 1.26%
+73,433
38
$3.39M 1.24%
+85,084
39
$3.36M 1.23%
+61,956
40
$3.28M 1.2%
+48,853
41
$3.2M 1.17%
+22,197
42
$3.1M 1.13%
+39,552
43
$3.09M 1.13%
+24,633
44
$2.9M 1.06%
+14,972
45
$2.87M 1.05%
+288,456
46
$2.77M 1.01%
+60,084
47
$2.68M 0.98%
+317,184
48
$2.65M 0.97%
+24,983
49
$2.59M 0.94%
+53,259
50
$2.56M 0.94%
+125,691
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