SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.22M
3
+$4.22M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.91M

Top Sells

1
+$4.13M
2
+$3.3M
3
+$2.98M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.82M
5
ANET icon
Arista Networks
ANET
+$2.81M

Sector Composition

1 Technology 15.38%
2 Financials 6.02%
3 Communication Services 4.53%
4 Healthcare 4.52%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.85M 0.21%
46,273
-611
127
$1.82M 0.21%
20,508
-557
128
$1.81M 0.21%
26,723
+3,275
129
$1.75M 0.2%
14,058
-36
130
$1.75M 0.2%
37,724
+5,456
131
$1.74M 0.2%
6,183
-333
132
$1.73M 0.2%
34,120
-55,937
133
$1.69M 0.2%
33,158
+9,300
134
$1.64M 0.19%
22,911
-317
135
$1.59M 0.18%
5,240
-250
136
$1.59M 0.18%
13,380
-659
137
$1.57M 0.18%
12,361
-284
138
$1.54M 0.18%
15,659
-378
139
$1.47M 0.17%
30,407
+3,267
140
$1.44M 0.17%
11,920
+504
141
$1.44M 0.17%
14,287
-823
142
$1.4M 0.16%
31,843
+12,159
143
$1.37M 0.16%
8,865
-1,249
144
$1.31M 0.15%
24,248
-7,603
145
$1.31M 0.15%
10,894
-1,524
146
$1.29M 0.15%
13,120
+157
147
$1.26M 0.15%
23,729
-786
148
$1.22M 0.14%
17,805
-2,480
149
$1.17M 0.14%
+16,703
150
$1.16M 0.13%
14,786
-2
4 5
6
7 8