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
$494M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.58M
3
+$1.37M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.34M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.24M

Top Sells

1
+$5.37M
2
+$3.61M
3
+$2.22M
4
URI icon
United Rentals
URI
+$1.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.41%
2 Healthcare 6.16%
3 Financials 6.05%
4 Consumer Discretionary 4.83%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.25%
34,326
+1,425
102
$1.2M 0.24%
39,818
-11,548
103
$1.15M 0.23%
15,246
-390
104
$1.15M 0.23%
26,170
-720
105
$1.11M 0.23%
5,185
+190
106
$1.1M 0.22%
+26,415
107
$1.05M 0.21%
26,639
+903
108
$1.04M 0.21%
11,860
109
$1.01M 0.2%
16,822
-1,851
110
$1M 0.2%
14,823
+9,584
111
$973K 0.2%
8,577
+2,221
112
$973K 0.2%
6,049
+395
113
$923K 0.19%
31,299
+5,330
114
$917K 0.19%
11,750
-91
115
$911K 0.18%
20,731
-287
116
$908K 0.18%
6,122
+309
117
$904K 0.18%
28,449
-4,742
118
$869K 0.18%
3,548
-813
119
$854K 0.17%
8,633
-248
120
$847K 0.17%
14,411
-1,305
121
$817K 0.17%
4,508
-76
122
$816K 0.17%
10,576
-28,760
123
$799K 0.16%
16,960
-628
124
$798K 0.16%
22,707
-1,650
125
$795K 0.16%
5,716
-9
3 4
5
6 7