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
$434M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.33M
3
+$4.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.1M
5
AAPL icon
Apple
AAPL
+$3.23M

Top Sells

1
+$4.92M
2
+$3.39M
3
+$2.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.43M

Sector Composition

1 Financials 12.62%
2 Technology 11.69%
3 Healthcare 10.35%
4 Consumer Discretionary 8.09%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$346K 0.08%
3,955
+42
127
$346K 0.08%
4,721
+1,600
128
$337K 0.08%
66,005
-6,515
129
$336K 0.08%
42,516
+530
130
$327K 0.08%
+5,220
131
$324K 0.07%
2,379
+877
132
$320K 0.07%
15,325
-240
133
$311K 0.07%
+5,804
134
$310K 0.07%
2,496
-512
135
$308K 0.07%
+6,366
136
$303K 0.07%
17,825
-6,750
137
$302K 0.07%
+9,059
138
$292K 0.07%
3,130
-932
139
$291K 0.07%
14,260
-165,977
140
$289K 0.07%
6,645
-1,439
141
$286K 0.07%
57,050
142
$285K 0.07%
2,117
-475
143
$284K 0.07%
3,718
-6,426
144
$280K 0.06%
+5,158
145
$280K 0.06%
+7,652
146
$280K 0.06%
9,774
+428
147
$278K 0.06%
+9,710
148
$272K 0.06%
3,176
-19,900
149
$272K 0.06%
+4,662
150
$271K 0.06%
+18,000
4 5
6
7 8