SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.22M
3
+$4.22M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.91M

Top Sells

1
+$4.13M
2
+$3.3M
3
+$2.98M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.82M
5
ANET icon
Arista Networks
ANET
+$2.81M

Sector Composition

1 Technology 15.38%
2 Financials 6.02%
3 Communication Services 4.53%
4 Healthcare 4.52%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.15M 0.6%
26,489
+1,282
52
$5.07M 0.59%
53,768
-1,283
53
$4.84M 0.56%
159,905
-3,075
54
$4.75M 0.55%
56,666
-434
55
$4.68M 0.54%
33,192
-4,320
56
$4.66M 0.54%
52,316
+123
57
$4.65M 0.54%
13,635
-203
58
$4.6M 0.53%
10,976
+59
59
$4.59M 0.53%
38,053
+3,629
60
$4.59M 0.53%
52,536
-1,067
61
$4.55M 0.53%
138,628
-3,179
62
$4.48M 0.52%
13,448
+6,000
63
$4.37M 0.51%
128,738
-1,700
64
$4.29M 0.5%
22,980
-196
65
$4.25M 0.49%
110,336
+12,365
66
$4.21M 0.49%
123,159
+40,569
67
$4.08M 0.47%
48,503
-230
68
$4.07M 0.47%
30,499
-217
69
$4.07M 0.47%
26,678
-144
70
$4.04M 0.47%
68,698
-4,421
71
$3.99M 0.46%
41,340
+2,252
72
$3.96M 0.46%
124,512
-2,954
73
$3.8M 0.44%
12,926
-188
74
$3.8M 0.44%
+29,451
75
$3.78M 0.44%
7,703
-43
1 2
3
4 5