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
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.55M
3
+$9.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.69M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.5%
2 Healthcare 9.47%
3 Technology 8.03%
4 Consumer Discretionary 7.29%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$274K 0.1%
+18,480
127
$259K 0.09%
+1,477
128
$258K 0.09%
+28,739
129
$256K 0.09%
+19,953
130
$253K 0.09%
+4,681
131
$252K 0.09%
+2,479
132
$248K 0.09%
+2,830
133
$239K 0.09%
+2,548
134
$230K 0.08%
+5,536
135
$224K 0.08%
+14,342
136
$221K 0.08%
+1,696
137
$219K 0.08%
+16,550
138
$214K 0.08%
+6,977
139
$211K 0.08%
+13,275
140
$207K 0.08%
+3,066
141
$197K 0.07%
+22,667
142
$189K 0.07%
+12,223
143
$186K 0.07%
+13,845
144
$181K 0.07%
+12,060
145
$177K 0.06%
+19,925
146
$172K 0.06%
+12,238
147
$152K 0.06%
+10,000
148
$141K 0.05%
+10,504
149
$140K 0.05%
+10,571
150
$139K 0.05%
+21
3 4 5
6
7