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
$606M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.66M
3
+$2.58M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$2.47M
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.75M

Top Sells

1
+$3.65M
2
+$2.85M
3
+$2.47M
4
MAN icon
ManpowerGroup
MAN
+$1.74M
5
TSN icon
Tyson Foods
TSN
+$1.7M

Sector Composition

1 Technology 13.5%
2 Healthcare 6.32%
3 Financials 5.27%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.66M 0.44%
+25,892
77
$2.64M 0.44%
28,148
+1,614
78
$2.61M 0.43%
8,651
-391
79
$2.61M 0.43%
26,034
-1,227
80
$2.57M 0.42%
12,859
-224
81
$2.53M 0.42%
7,368
-48
82
$2.48M 0.41%
28,631
-265
83
$2.48M 0.41%
15,893
-582
84
$2.47M 0.41%
+117,182
85
$2.31M 0.38%
31,972
-1,200
86
$2.31M 0.38%
42,989
-1,081
87
$2.28M 0.38%
55,853
-857
88
$2.27M 0.37%
24,748
+336
89
$2.26M 0.37%
4,430
+17
90
$2.24M 0.37%
69,040
+5,034
91
$2.17M 0.36%
67,889
-427
92
$2.17M 0.36%
30,639
-630
93
$2.17M 0.36%
7,587
-1
94
$2.16M 0.36%
23,762
+170
95
$2.15M 0.36%
83,829
+360
96
$2.15M 0.36%
73,966
-1,405
97
$2.11M 0.35%
17,922
-446
98
$2.09M 0.35%
64,207
+7,157
99
$2.06M 0.34%
76,855
+568
100
$2.04M 0.34%
7,588
-542
2 3
4
5 6