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
$494M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.58M
3
+$1.37M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.34M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.24M

Top Sells

1
+$5.37M
2
+$3.61M
3
+$2.22M
4
URI icon
United Rentals
URI
+$1.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.41%
2 Healthcare 6.16%
3 Financials 6.05%
4 Consumer Discretionary 4.83%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$783K 0.16%
11,606
-78
127
$779K 0.16%
12,049
+287
128
$771K 0.16%
16,728
+608
129
$769K 0.16%
8,901
+3,211
130
$759K 0.15%
11,144
+514
131
$758K 0.15%
4,499
-129
132
$755K 0.15%
1,047
+68
133
$735K 0.15%
14,543
-4,785
134
$721K 0.15%
8,144
-623
135
$694K 0.14%
2,921
+98
136
$688K 0.14%
2,634
-1,413
137
$685K 0.14%
16,651
-121
138
$680K 0.14%
8,171
-15,038
139
$674K 0.14%
28,652
-287
140
$670K 0.14%
14,555
-603
141
$655K 0.13%
23,625
-417
142
$650K 0.13%
9,366
-5,822
143
$633K 0.13%
4,016
-1,143
144
$628K 0.13%
4,942
-95
145
$618K 0.12%
40,000
-10,000
146
$600K 0.12%
7,925
+3
147
$599K 0.12%
11,676
+357
148
$594K 0.12%
5,109
-62
149
$578K 0.12%
+15,247
150
$571K 0.12%
10,589
+908
4 5
6
7 8