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
$434M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.33M
3
+$4.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.1M
5
AAPL icon
Apple
AAPL
+$3.23M

Top Sells

1
+$4.92M
2
+$3.39M
3
+$2.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.43M

Sector Composition

1 Financials 12.62%
2 Technology 11.69%
3 Healthcare 10.35%
4 Consumer Discretionary 8.09%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.55M 0.82%
47,230
-5,408
52
$3.11M 0.72%
28,652
-153
53
$3.11M 0.72%
76,074
-1,923
54
$2.76M 0.63%
56,817
+2,719
55
$2.69M 0.62%
45,732
+582
56
$2.58M 0.59%
49,373
+23,166
57
$1.98M 0.46%
94,197
+1,320
58
$1.98M 0.46%
23,307
+2,644
59
$1.97M 0.45%
+25,817
60
$1.88M 0.43%
97,422
+43,194
61
$1.81M 0.42%
32,797
+467
62
$1.77M 0.41%
21,251
+6,271
63
$1.76M 0.4%
15,701
-822
64
$1.64M 0.38%
24,169
+3,046
65
$1.63M 0.37%
41,551
+797
66
$1.58M 0.36%
30,352
+11,126
67
$1.57M 0.36%
58,580
+11,096
68
$1.56M 0.36%
18,309
-589
69
$1.53M 0.35%
16,879
-3,454
70
$1.46M 0.34%
26,818
+2,568
71
$1.35M 0.31%
17,243
+13,023
72
$1.13M 0.26%
20,087
+651
73
$1.13M 0.26%
22,042
+2,876
74
$1.06M 0.24%
27,592
+12,598
75
$1.05M 0.24%
39,767
-7,133
1 2
3
4 5