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SFM
Signet Financial Management Portfolio holdings
AUM
$892M
1-Year Est. Return
23.24%
This Fund
S&P 500
This Quarter
Est. Return
+4.25%
1 Year Est. Return
+23.24%
3 Year Est. Return
+65.16%
5 Year Est. Return
+77.14%
10 Year Est. Return
+240.85%
AUM
$274M
AUM Growth
–
Cap. Flow
+$272M
Cap. Flow
% of AUM
99.21%
Top 10 Holdings %
Top 10 Hldgs %
25.06%
Holding
161
New
160
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$10.9M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$9.31M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$9.15M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$8.57M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$6.45M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 11.49% |
| 2 | Healthcare | 9.47% |
| 3 | Technology | 8.03% |
| 4 | Consumer Discretionary | 7.29% |
| 5 | Industrials | 6.39% |
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Signet Financial Management's Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for Signet Financial Management, which disclosed 161 positions worth $274M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Vanguard Short-Term Corporate Bond ETF: 136,423 shares worth $10.9M.
By sector, the portfolio is most concentrated in Financials at 11% of assets, followed by Healthcare and Technology.
- Signet Financial Management's largest Q4 2014 buy was Vanguard Short-Term Corporate Bond ETF: 136,423 shares worth $10.9M.
- Signet Financial Management's ten largest holdings make up 25% of its $274M portfolio in Q4 2014.
- Signet Financial Management disclosed 161 positions in Q4 2014, its first 13F filing on record.
Based on Signet Financial Management's 13F filing for Q4 2014, filed 18 Feb 2015.