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
$494M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.58M
3
+$1.37M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.34M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.24M

Top Sells

1
+$5.37M
2
+$3.61M
3
+$2.22M
4
URI icon
United Rentals
URI
+$1.69M
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
26
$4.6M 0.93%
16,844
-292
27
$4.58M 0.93%
62,945
-1,147
28
$4.34M 0.88%
63,317
-1,476
29
$4.29M 0.87%
11,424
+49
30
$4.25M 0.86%
23,343
-568
31
$4.15M 0.84%
136,889
+6,827
32
$4.11M 0.83%
17,712
-7,279
33
$4.11M 0.83%
32,175
+2,415
34
$3.84M 0.78%
18,104
-509
35
$3.62M 0.73%
72,599
-2,670
36
$3.57M 0.72%
61,225
-1,040
37
$3.54M 0.72%
20,987
-839
38
$3.44M 0.7%
54,859
-1,095
39
$3.38M 0.68%
27,540
-7,322
40
$3.25M 0.66%
35,480
-465
41
$3.21M 0.65%
29,187
-74
42
$3.21M 0.65%
14,663
-5
43
$3.18M 0.64%
57,971
-956
44
$3.18M 0.64%
8,505
-841
45
$3.15M 0.64%
26,474
-334
46
$3.14M 0.63%
12,812
-264
47
$2.87M 0.58%
46,949
+3,628
48
$2.84M 0.57%
23,644
+10,372
49
$2.8M 0.57%
47,592
-733
50
$2.79M 0.56%
37,949
+4,073
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