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
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.55M
3
+$9.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.69M
5
BIV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.15%
+21,935
102
$404K 0.15%
+9,585
103
$394K 0.14%
+4,867
104
$393K 0.14%
+8,742
105
$391K 0.14%
+2,546
106
$388K 0.14%
+7,681
107
$385K 0.14%
+3,178
108
$379K 0.14%
+3,642
109
$374K 0.14%
+8,653
110
$372K 0.14%
+70,942
111
$367K 0.13%
+15,276
112
$366K 0.13%
+4,693
113
$365K 0.13%
+3,933
114
$354K 0.13%
+2,577
115
$348K 0.13%
+9,570
116
$348K 0.13%
+15,336
117
$341K 0.12%
+11,533
118
$333K 0.12%
+15,606
119
$320K 0.12%
+6,393
120
$319K 0.12%
+39,586
121
$311K 0.11%
+57,050
122
$310K 0.11%
+6,626
123
$308K 0.11%
+10,312
124
$298K 0.11%
+2,000
125
$276K 0.1%
+2,927
3 4
5
6 7