SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.22M
3
+$4.22M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.91M

Top Sells

1
+$4.13M
2
+$3.3M
3
+$2.98M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.82M
5
ANET icon
Arista Networks
ANET
+$2.81M

Sector Composition

1 Technology 15.38%
2 Financials 6.02%
3 Communication Services 4.53%
4 Healthcare 4.52%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.71M 0.43%
125,230
+5,146
77
$3.61M 0.42%
23,262
+41
78
$3.59M 0.42%
70,349
+647
79
$3.57M 0.41%
31,763
-253
80
$3.52M 0.41%
17,641
-1,491
81
$3.49M 0.41%
49,641
-382
82
$3.44M 0.4%
74,660
+1,521
83
$3.4M 0.39%
33,951
-1,570
84
$3.36M 0.39%
49,516
-11,685
85
$3.33M 0.39%
132,468
+35,337
86
$3.28M 0.38%
73,653
-344
87
$3.28M 0.38%
46,119
-302
88
$3.17M 0.37%
28,287
-683
89
$3.17M 0.37%
4,101
-58
90
$3.17M 0.37%
2,936
-102
91
$3.12M 0.36%
14,948
-337
92
$3.06M 0.36%
15,084
+143
93
$3.06M 0.36%
21,694
-464
94
$2.95M 0.34%
10,464
+299
95
$2.94M 0.34%
15,849
-500
96
$2.92M 0.34%
16,698
-783
97
$2.82M 0.33%
8,930
-51
98
$2.76M 0.32%
15,020
-65
99
$2.76M 0.32%
62,764
-7,625
100
$2.67M 0.31%
39,551
+58
2 3
4
5 6