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
$632M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.25M
3
+$1.88M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.74M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.47M

Top Sells

1
+$1.79M
2
+$1.5M
3
+$1.26M
4
MU icon
Micron Technology
MU
+$1.24M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.16M

Sector Composition

1 Technology 14.16%
2 Healthcare 6%
3 Financials 5.46%
4 Consumer Discretionary 4.3%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.31%
27,803
+248
102
$1.88M 0.3%
+71,719
103
$1.87M 0.3%
57,050
+6,384
104
$1.86M 0.29%
22,994
+253
105
$1.86M 0.29%
68,344
+127
106
$1.83M 0.29%
6,090
-57
107
$1.81M 0.29%
8,130
-286
108
$1.8M 0.28%
11,872
-158
109
$1.79M 0.28%
32,962
+396
110
$1.77M 0.28%
34,371
+287
111
$1.76M 0.28%
76,287
+412
112
$1.74M 0.28%
21,909
+65
113
$1.74M 0.27%
+41,974
114
$1.73M 0.27%
23,328
-12,909
115
$1.7M 0.27%
6,177
-453
116
$1.7M 0.27%
33,293
-47
117
$1.7M 0.27%
33,823
-985
118
$1.69M 0.27%
13,611
+54
119
$1.69M 0.27%
9,372
-162
120
$1.68M 0.27%
14,032
+138
121
$1.66M 0.26%
7,230
-84
122
$1.64M 0.26%
16,477
-124
123
$1.57M 0.25%
46,230
+677
124
$1.56M 0.25%
4,822
+218
125
$1.55M 0.25%
33,017
+285
3 4
5
6 7