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
$511M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$1.61M
3
+$1.53M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.25M
5
SYF icon
Synchrony
SYF
+$1.21M

Top Sells

1
+$2.42M
2
+$1.76M
3
+$1.24M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$532K
5
MBB icon
iShares MBS ETF
MBB
+$426K

Sector Composition

1 Technology 11.44%
2 Healthcare 7.79%
3 Financials 5.98%
4 Industrials 4.52%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 0.8%
49,745
-336
27
$3.96M 0.78%
35,068
-511
28
$3.96M 0.77%
41,218
+7,782
29
$3.92M 0.77%
129,625
+2,249
30
$3.8M 0.74%
26,501
-469
31
$3.79M 0.74%
14,023
+143
32
$3.69M 0.72%
54,604
+169
33
$3.68M 0.72%
7,816
+103
34
$3.67M 0.72%
45,773
-1,890
35
$3.58M 0.7%
9,983
-159
36
$3.54M 0.69%
49,239
+271
37
$3.54M 0.69%
69,767
+763
38
$3.51M 0.69%
74,504
+463
39
$3.46M 0.68%
34,984
+4,857
40
$3.44M 0.67%
120,454
+606
41
$3.35M 0.66%
32,275
+1,295
42
$3.25M 0.64%
110,636
+4,370
43
$3.17M 0.62%
55,537
+523
44
$3.11M 0.61%
61,905
-3,053
45
$3.08M 0.6%
109,112
+304
46
$3.07M 0.6%
43,256
+215
47
$3.04M 0.6%
46,011
-205
48
$2.98M 0.58%
62,474
+692
49
$2.92M 0.57%
22,911
-19,027
50
$2.84M 0.56%
29,921
+2
1
2
3 4 5