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
$511M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$1.61M
3
+$1.53M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.25M
5
SYF icon
Synchrony
SYF
+$1.21M

Top Sells

1
+$2.42M
2
+$1.76M
3
+$1.24M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$532K
5
MBB icon
iShares MBS ETF
MBB
+$426K

Sector Composition

1 Technology 11.44%
2 Healthcare 7.79%
3 Financials 5.98%
4 Industrials 4.52%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$973K 0.19%
19,414
-253
127
$963K 0.19%
25,620
+502
128
$963K 0.19%
11,627
-2,078
129
$959K 0.19%
12,515
+44
130
$943K 0.18%
13,994
-383
131
$891K 0.17%
18,029
-539
132
$883K 0.17%
27,531
-1,021
133
$880K 0.17%
18,373
+67
134
$854K 0.17%
3,527
+121
135
$847K 0.17%
17,371
-276
136
$842K 0.16%
23,415
+733
137
$838K 0.16%
10,682
-352
138
$831K 0.16%
8,589
+162
139
$818K 0.16%
31,390
-16,159
140
$801K 0.16%
3,542
+35
141
$782K 0.15%
18,259
-1,440
142
$746K 0.15%
17,755
143
$722K 0.14%
28,022
+5,994
144
$717K 0.14%
7,458
+1,616
145
$708K 0.14%
26,902
+2,169
146
$701K 0.14%
12,728
-255
147
$700K 0.14%
8,818
-40
148
$685K 0.13%
27,470
+1,498
149
$684K 0.13%
4,233
-58
150
$664K 0.13%
16,625
+1,568
4 5
6
7 8