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
$511M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$1.61M
3
+$1.53M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.25M
5
SYF icon
Synchrony
SYF
+$1.21M

Top Sells

1
+$2.42M
2
+$1.76M
3
+$1.24M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$532K
5
MBB icon
iShares MBS ETF
MBB
+$426K

Sector Composition

1 Technology 11.44%
2 Healthcare 7.79%
3 Financials 5.98%
4 Industrials 4.52%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.54%
116,995
+52,363
52
$2.75M 0.54%
56,358
+15,512
53
$2.75M 0.54%
3,987
+20
54
$2.72M 0.53%
15,288
-347
55
$2.69M 0.53%
16,446
+65
56
$2.62M 0.51%
24,943
-2,190
57
$2.55M 0.5%
74,221
-3,177
58
$2.54M 0.5%
9,194
-115
59
$2.53M 0.5%
54,190
-29
60
$2.52M 0.49%
14,778
-77
61
$2.48M 0.49%
65,389
-204
62
$2.47M 0.48%
20,787
+556
63
$2.44M 0.48%
20,079
-304
64
$2.36M 0.46%
49,759
+12,770
65
$2.34M 0.46%
107,682
+51,561
66
$2.29M 0.45%
51,530
+160
67
$2.27M 0.44%
26,937
+58
68
$2.26M 0.44%
7,819
+184
69
$2.25M 0.44%
77,039
+28,016
70
$2.24M 0.44%
74,913
+377
71
$2.21M 0.43%
33,560
+73
72
$2.2M 0.43%
6,162
+44
73
$2.15M 0.42%
15,821
-542
74
$2.1M 0.41%
7,583
+13
75
$2.08M 0.41%
46,813
-2,425
1 2
3
4 5