SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+4.08%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$274M
AUM Growth
–
Cap. Flow
+$274M
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
25.07%
Holding
160
New
159
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$10.9M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.55M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$9.37M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$8.69M |
| 5 |
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% |
