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
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.55M
3
+$9.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.69M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.5%
2 Healthcare 9.47%
3 Technology 8.03%
4 Consumer Discretionary 7.29%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$702K 0.26%
+23,591
77
$698K 0.25%
+6,225
78
$670K 0.24%
+5,611
79
$658K 0.24%
+8,094
80
$609K 0.22%
+11,778
81
$597K 0.22%
+7,227
82
$594K 0.22%
+9,145
83
$591K 0.22%
+25,411
84
$590K 0.22%
+14,527
85
$584K 0.21%
+7,611
86
$552K 0.2%
+5,478
87
$547K 0.2%
+10,000
88
$535K 0.2%
+10,479
89
$494K 0.18%
+6
90
$484K 0.18%
+10,386
91
$480K 0.18%
+5,927
92
$478K 0.17%
+9,090
93
$461K 0.17%
+4,988
94
$459K 0.17%
+378
95
$456K 0.17%
+10,921
96
$454K 0.17%
+4,489
97
$447K 0.16%
+384
98
$427K 0.16%
+22,898
99
$419K 0.15%
+11,065
100
$406K 0.15%
+22,682
2 3
4
5 6