SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.22M
3
+$4.22M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.91M

Top Sells

1
+$4.13M
2
+$3.3M
3
+$2.98M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.82M
5
ANET icon
Arista Networks
ANET
+$2.81M

Sector Composition

1 Technology 15.38%
2 Financials 6.02%
3 Communication Services 4.53%
4 Healthcare 4.52%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.03M 0.93%
135,587
+31,925
27
$7.53M 0.87%
74,825
+70
28
$7.4M 0.86%
52,169
-590
29
$7.27M 0.84%
251,476
+30,421
30
$7.23M 0.84%
154,516
+1,243
31
$7.06M 0.82%
32,163
+63
32
$7.01M 0.81%
32,991
-444
33
$6.97M 0.81%
105,672
+18,965
34
$6.96M 0.81%
37,320
-754
35
$6.46M 0.75%
9,649
+26
36
$6.41M 0.74%
15,456
-52
37
$6.38M 0.74%
123,660
-1,640
38
$6.22M 0.72%
56,326
-1,759
39
$6.09M 0.71%
43,661
+57
40
$5.94M 0.69%
81,858
-5,010
41
$5.81M 0.67%
25,094
-16,186
42
$5.63M 0.65%
52,715
+2,398
43
$5.57M 0.65%
25,661
-78
44
$5.54M 0.64%
62,363
-185
45
$5.53M 0.64%
25,882
+30
46
$5.3M 0.61%
5,721
-44
47
$5.24M 0.61%
25,728
-237
48
$5.24M 0.61%
50,670
-571
49
$5.2M 0.6%
+5,367
50
$5.18M 0.6%
71,676
+6,307
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