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
$434M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.33M
3
+$4.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.1M
5
AAPL icon
Apple
AAPL
+$3.23M

Top Sells

1
+$4.92M
2
+$3.39M
3
+$2.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.43M

Sector Composition

1 Financials 12.62%
2 Technology 11.69%
3 Healthcare 10.35%
4 Consumer Discretionary 8.09%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 1.5%
55,834
+18,061
27
$6.35M 1.46%
14,300
+3,651
28
$6.29M 1.45%
86,669
+22,832
29
$6.27M 1.44%
204,959
+55,885
30
$5.96M 1.37%
44,533
+12,252
31
$5.92M 1.36%
28,734
+3,345
32
$5.9M 1.36%
94,299
+26,778
33
$5.72M 1.32%
525,756
+145,227
34
$5.69M 1.31%
87,662
+22,590
35
$5.65M 1.3%
116,412
+12,958
36
$5.6M 1.29%
72,761
+20,523
37
$5.56M 1.28%
69,289
-17,862
38
$5.55M 1.28%
146,203
+37,919
39
$5.54M 1.27%
185,248
+45,605
40
$5.48M 1.26%
116,835
+30,635
41
$5.4M 1.24%
104,259
+29,652
42
$5.23M 1.2%
39,868
+10,635
43
$4.85M 1.11%
28,006
+8,025
44
$4.71M 1.08%
+77,090
45
$4.62M 1.06%
177,440
+51,816
46
$4.33M 1%
+190,587
47
$4.28M 0.99%
39,727
-3,139
48
$4.14M 0.95%
+72,480
49
$4.11M 0.94%
19,821
-940
50
$3.73M 0.86%
115,410
-3,282
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