SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.22M
3
+$4.22M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.91M

Top Sells

1
+$4.13M
2
+$3.3M
3
+$2.98M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.82M
5
ANET icon
Arista Networks
ANET
+$2.81M

Sector Composition

1 Technology 15.38%
2 Financials 6.02%
3 Communication Services 4.53%
4 Healthcare 4.52%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.56M 0.3%
10,681
-31
102
$2.54M 0.3%
60,561
-111
103
$2.51M 0.29%
42,082
-230
104
$2.49M 0.29%
3,743
-123
105
$2.46M 0.29%
21,016
-356
106
$2.45M 0.28%
78,071
-18,998
107
$2.41M 0.28%
9,930
+117
108
$2.39M 0.28%
35,642
-57
109
$2.37M 0.27%
5,838
-302
110
$2.36M 0.27%
62,389
+10,153
111
$2.35M 0.27%
72,156
-201
112
$2.29M 0.27%
59,454
+8
113
$2.25M 0.26%
12,011
-53
114
$2.25M 0.26%
3,995
+12
115
$2.2M 0.26%
14,292
-99
116
$2.15M 0.25%
7,459
+41
117
$2.15M 0.25%
6,081
-37
118
$2.09M 0.24%
18,423
-1,068
119
$2.07M 0.24%
50,717
-191
120
$2.03M 0.24%
33,811
-1,571
121
$2.02M 0.23%
2,531
-198
122
$2M 0.23%
34,930
+5,267
123
$1.91M 0.22%
16,100
-378
124
$1.87M 0.22%
20,564
-3,421
125
$1.86M 0.22%
7,857
-45
3 4
5
6 7