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
$632M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.25M
3
+$1.88M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.74M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.47M

Top Sells

1
+$1.79M
2
+$1.5M
3
+$1.26M
4
MU icon
Micron Technology
MU
+$1.24M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.16M

Sector Composition

1 Technology 14.16%
2 Healthcare 6%
3 Financials 5.46%
4 Consumer Discretionary 4.3%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.64%
24,300
-553
52
$3.84M 0.61%
77,825
-899
53
$3.81M 0.6%
107,922
-9,473
54
$3.78M 0.6%
62,374
+333
55
$3.74M 0.59%
49,507
+264
56
$3.72M 0.59%
15,682
+110
57
$3.66M 0.58%
67,995
+27,356
58
$3.65M 0.58%
147,585
+1,932
59
$3.48M 0.55%
25,171
-624
60
$3.38M 0.53%
28,896
+168
61
$3.27M 0.52%
13,083
+240
62
$3.24M 0.51%
18,639
-338
63
$3.23M 0.51%
147,414
+59,530
64
$3.11M 0.49%
56,623
+10,349
65
$3.09M 0.49%
29,134
-514
66
$3.04M 0.48%
52,906
-405
67
$3.02M 0.48%
135,471
+4,698
68
$3.02M 0.48%
26,912
+35
69
$3M 0.47%
101,787
+5,809
70
$2.98M 0.47%
51,706
-990
71
$2.87M 0.45%
3,989
+24
72
$2.85M 0.45%
50,294
+191
73
$2.83M 0.45%
8,030
+37
74
$2.82M 0.45%
26,148
+134
75
$2.81M 0.44%
9,042
-118
1 2
3
4 5