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
$632M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.25M
3
+$1.88M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.74M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.47M

Top Sells

1
+$1.79M
2
+$1.5M
3
+$1.26M
4
MU icon
Micron Technology
MU
+$1.24M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.16M

Sector Composition

1 Technology 14.16%
2 Healthcare 6%
3 Financials 5.46%
4 Consumer Discretionary 4.3%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 0.8%
19,849
-610
27
$4.99M 0.79%
10,650
-3
28
$4.92M 0.78%
31,170
-538
29
$4.88M 0.77%
189,966
+7,660
30
$4.8M 0.76%
147,445
+4,652
31
$4.77M 0.75%
43,817
+534
32
$4.76M 0.75%
81,163
+991
33
$4.61M 0.73%
91,052
-1,617
34
$4.49M 0.71%
15,646
+81
35
$4.48M 0.71%
110,584
+732
36
$4.46M 0.7%
129,633
+5,050
37
$4.43M 0.7%
54,932
+123
38
$4.43M 0.7%
33,953
+576
39
$4.39M 0.69%
133,601
+1,321
40
$4.36M 0.69%
74,775
+109
41
$4.35M 0.69%
9,749
-92
42
$4.35M 0.69%
104,579
-2,204
43
$4.3M 0.68%
49,550
+180
44
$4.27M 0.68%
63,291
-1,524
45
$4.23M 0.67%
147,382
+6,357
46
$4.17M 0.66%
171,653
+57,494
47
$4.15M 0.66%
83,691
+1,533
48
$4.13M 0.65%
21,003
+218
49
$4.11M 0.65%
26,425
-986
50
$4.02M 0.64%
19,538
-283
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