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
$511M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$1.61M
3
+$1.53M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.25M
5
SYF icon
Synchrony
SYF
+$1.21M

Top Sells

1
+$2.42M
2
+$1.76M
3
+$1.24M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$532K
5
MBB icon
iShares MBS ETF
MBB
+$426K

Sector Composition

1 Technology 11.44%
2 Healthcare 7.79%
3 Financials 5.98%
4 Industrials 4.52%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.28%
21,920
-408
102
$1.4M 0.27%
6,647
-24
103
$1.38M 0.27%
14,429
-191
104
$1.35M 0.26%
40,264
+5
105
$1.35M 0.26%
39,449
-1,196
106
$1.33M 0.26%
8,626
+2,223
107
$1.33M 0.26%
4,525
+6
108
$1.3M 0.25%
42,680
+2,385
109
$1.29M 0.25%
13,609
+3,594
110
$1.27M 0.25%
7,784
-34
111
$1.27M 0.25%
10,462
+943
112
$1.25M 0.25%
26,306
-520
113
$1.24M 0.24%
6,376
+30
114
$1.24M 0.24%
8,719
+266
115
$1.21M 0.24%
+42,953
116
$1.2M 0.23%
+16,756
117
$1.19M 0.23%
32,793
-508
118
$1.17M 0.23%
7,853
+94
119
$1.16M 0.23%
11,084
+162
120
$1.16M 0.23%
4,199
-153
121
$1.15M 0.23%
51,884
+2,687
122
$1.1M 0.21%
12,729
+2,638
123
$1.09M 0.21%
34,615
-1,150
124
$1M 0.2%
9,398
-294
125
$998K 0.2%
4,356
-92
3 4
5
6 7