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
$494M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.58M
3
+$1.37M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.34M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.24M

Top Sells

1
+$5.37M
2
+$3.61M
3
+$2.22M
4
URI icon
United Rentals
URI
+$1.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.41%
2 Healthcare 6.16%
3 Financials 6.05%
4 Consumer Discretionary 4.83%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.4%
21,327
-9
77
$1.93M 0.39%
106,480
-2,192
78
$1.93M 0.39%
3,996
-107
79
$1.93M 0.39%
43,521
-413
80
$1.81M 0.37%
13,894
+1,654
81
$1.8M 0.36%
22,909
-4,070
82
$1.72M 0.35%
38,391
+262
83
$1.71M 0.35%
14,339
+870
84
$1.66M 0.34%
7,082
+5,863
85
$1.64M 0.33%
13,630
-179
86
$1.63M 0.33%
23,863
-12
87
$1.58M 0.32%
+88,803
88
$1.55M 0.31%
6,744
+248
89
$1.54M 0.31%
41,884
-796
90
$1.54M 0.31%
112,744
-20,718
91
$1.51M 0.31%
7,247
-135
92
$1.48M 0.3%
15,364
-525
93
$1.47M 0.3%
67,680
-4,069
94
$1.45M 0.29%
24,929
+414
95
$1.36M 0.27%
34,021
-2,786
96
$1.3M 0.26%
31,517
-7,169
97
$1.26M 0.26%
23,281
-833
98
$1.24M 0.25%
33,548
+379
99
$1.24M 0.25%
5,930
+186
100
$1.23M 0.25%
13,239
-3,435
2 3
4
5 6