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
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.55M
3
+$9.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.69M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.5%
2 Healthcare 9.47%
3 Technology 8.03%
4 Consumer Discretionary 7.29%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.93%
+59,204
52
$2.53M 0.92%
+96,404
53
$2.27M 0.83%
+39,220
54
$2.2M 0.8%
+25,998
55
$2M 0.73%
+96,640
56
$1.98M 0.72%
+88,301
57
$1.87M 0.68%
+19,558
58
$1.81M 0.66%
+31,766
59
$1.46M 0.53%
+50,444
60
$1.46M 0.53%
+36,926
61
$1.41M 0.52%
+29,464
62
$1.3M 0.47%
+23,738
63
$1.2M 0.44%
+26,162
64
$1.16M 0.42%
+20,000
65
$1.15M 0.42%
+10,350
66
$975K 0.36%
+23,040
67
$965K 0.35%
+17,606
68
$914K 0.33%
+19,682
69
$877K 0.32%
+11,043
70
$832K 0.3%
+6,735
71
$809K 0.3%
+31,885
72
$786K 0.29%
+5,337
73
$781K 0.29%
+8,173
74
$756K 0.28%
+8,944
75
$737K 0.27%
+15,772
1 2
3
4 5