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
151
$271K 0.06%
3,379
+513
152
$269K 0.06%
+4,049
153
$268K 0.06%
+18,744
154
$268K 0.06%
+11,420
155
$259K 0.06%
12,324
-1,549
156
$248K 0.06%
16,519
+222
157
$244K 0.06%
+6,230
158
$239K 0.06%
+3,564
159
$238K 0.05%
+1,716
160
$234K 0.05%
+3,961
161
$233K 0.05%
5,870
+223
162
$232K 0.05%
29,139
-1,100
163
$229K 0.05%
5,464
+22
164
$227K 0.05%
2,333
+294
165
$223K 0.05%
+2,676
166
$222K 0.05%
1,696
167
$220K 0.05%
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-158
168
$214K 0.05%
2,102
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169
$213K 0.05%
2,724
+167
170
$212K 0.05%
5,146
-6,648
171
$212K 0.05%
+4,857
172
$205K 0.05%
+1
173
$204K 0.05%
3,108
-2,262
174
$201K 0.05%
+6,608
175
$198K 0.05%
23,325
5 6
7
8 9