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
76
$2.74M 0.43%
40,575
+8,618
77
$2.73M 0.43%
16,475
-210
78
$2.72M 0.43%
27,261
-2,966
79
$2.63M 0.42%
26,255
+1,515
80
$2.6M 0.41%
7,416
+46
81
$2.58M 0.41%
44,808
+57
82
$2.56M 0.4%
33,172
-1,296
83
$2.55M 0.4%
5,754
-314
84
$2.51M 0.4%
8,126
+1,686
85
$2.49M 0.39%
26,534
+1,949
86
$2.42M 0.38%
+56,710
87
$2.38M 0.38%
64,006
-5,117
88
$2.37M 0.37%
75,371
+329
89
$2.36M 0.37%
24,412
+931
90
$2.35M 0.37%
68,316
+29,797
91
$2.28M 0.36%
44,070
-1,576
92
$2.25M 0.36%
+31,269
93
$2.22M 0.35%
83,469
+27,151
94
$2.21M 0.35%
23,592
+306
95
$2.2M 0.35%
40,679
+534
96
$2.16M 0.34%
4,413
+90
97
$2.13M 0.34%
7,588
+20
98
$2.04M 0.32%
6,852
-262
99
$1.97M 0.31%
18,368
-186
100
$1.93M 0.31%
4,444
+80
2 3
4
5 6