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
$434M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.33M
3
+$4.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.1M
5
AAPL icon
Apple
AAPL
+$3.23M

Top Sells

1
+$4.92M
2
+$3.39M
3
+$2.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.43M

Sector Composition

1 Financials 12.62%
2 Technology 11.69%
3 Healthcare 10.35%
4 Consumer Discretionary 8.09%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$534K 0.12%
13,251
-70
102
$530K 0.12%
9,593
+205
103
$479K 0.11%
+14,773
104
$458K 0.11%
8,700
-3,316
105
$446K 0.1%
5,352
+1,287
106
$444K 0.1%
378
107
$443K 0.1%
3,003
+231
108
$440K 0.1%
3,458
+812
109
$427K 0.1%
384
110
$423K 0.1%
7,301
+100
111
$420K 0.1%
+9,486
112
$415K 0.1%
8,479
+3,314
113
$409K 0.09%
5,539
114
$394K 0.09%
3,155
-908
115
$394K 0.09%
3,945
-1,045
116
$393K 0.09%
3,219
-56
117
$392K 0.09%
5,242
-472
118
$383K 0.09%
2,967
+208
119
$377K 0.09%
5,403
+684
120
$375K 0.09%
3,864
+41
121
$364K 0.08%
3,189
+356
122
$357K 0.08%
4,856
-283
123
$357K 0.08%
2,033
+832
124
$351K 0.08%
2,254
-450
125
$346K 0.08%
14,561
-515
3 4
5
6 7