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
$632M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.25M
3
+$1.88M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.74M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.47M

Top Sells

1
+$1.79M
2
+$1.5M
3
+$1.26M
4
MU icon
Micron Technology
MU
+$1.24M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.16M

Sector Composition

1 Technology 14.16%
2 Healthcare 6%
3 Financials 5.46%
4 Consumer Discretionary 4.3%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.24%
8,176
-13
127
$1.51M 0.24%
10,401
-660
128
$1.5M 0.24%
28,192
+2,940
129
$1.48M 0.23%
17,876
+182
130
$1.43M 0.23%
6,976
-78
131
$1.42M 0.22%
9,882
+63
132
$1.4M 0.22%
38,088
-259
133
$1.38M 0.22%
39,422
+234
134
$1.35M 0.21%
11,917
-1,048
135
$1.31M 0.21%
11,353
-446
136
$1.21M 0.19%
11,321
+1,329
137
$1.2M 0.19%
35,590
-698
138
$1.15M 0.18%
6,799
-626
139
$1.15M 0.18%
26,879
-494
140
$1.13M 0.18%
37,105
+2,177
141
$1.12M 0.18%
15,136
+5,876
142
$1.1M 0.17%
28,556
+266
143
$1.07M 0.17%
+21,450
144
$1.02M 0.16%
4,776
+62
145
$992K 0.16%
21,490
-529
146
$985K 0.16%
15,143
+404
147
$974K 0.15%
23,933
-406
148
$950K 0.15%
24,612
-948
149
$920K 0.15%
15,594
-935
150
$918K 0.15%
+7,929
4 5
6
7 8