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
$494M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.58M
3
+$1.37M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.34M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.24M

Top Sells

1
+$5.37M
2
+$3.61M
3
+$2.22M
4
URI icon
United Rentals
URI
+$1.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.41%
2 Healthcare 6.16%
3 Financials 6.05%
4 Consumer Discretionary 4.83%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.75M 0.56%
10,054
-102
52
$2.74M 0.55%
24,856
+3,089
53
$2.71M 0.55%
75,902
-5,966
54
$2.69M 0.54%
78,447
-1,928
55
$2.6M 0.53%
49,106
-934
56
$2.58M 0.52%
9,644
-262
57
$2.56M 0.52%
51,106
-842
58
$2.51M 0.51%
71,280
-2,116
59
$2.46M 0.5%
18,931
-472
60
$2.44M 0.49%
47,736
+16,630
61
$2.42M 0.49%
15,398
+287
62
$2.39M 0.48%
49,947
-604
63
$2.39M 0.48%
9,001
+132
64
$2.35M 0.48%
7,715
-309
65
$2.34M 0.47%
12,354
-266
66
$2.27M 0.46%
24,800
-58,677
67
$2.22M 0.45%
128,654
-4,509
68
$2.19M 0.44%
21,514
+9,714
69
$2.15M 0.43%
52,549
-1,964
70
$2.12M 0.43%
12,854
-737
71
$2M 0.41%
31,104
-3,444
72
$1.99M 0.4%
20,116
-340
73
$1.98M 0.4%
8,217
+2
74
$1.97M 0.4%
21,857
-490
75
$1.96M 0.4%
41,578
-582
1 2
3
4 5