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
151
$569K 0.12%
3,543
+18
152
$556K 0.11%
+2,108
153
$549K 0.11%
3,406
-11
154
$543K 0.11%
9,021
-210
155
$535K 0.11%
5,215
+1
156
$534K 0.11%
7,543
-68
157
$531K 0.11%
16,109
+1,013
158
$530K 0.11%
1,138
+9
159
$526K 0.11%
3,902
+360
160
$523K 0.11%
2,566
-45
161
$519K 0.1%
11,494
-363
162
$506K 0.1%
11,242
+11
163
$506K 0.1%
2,946
164
$503K 0.1%
4,252
+125
165
$491K 0.1%
4,481
+2
166
$481K 0.1%
22,506
+408
167
$478K 0.1%
1,778
168
$478K 0.1%
2,034
+120
169
$475K 0.1%
2,984
-338
170
$460K 0.09%
2,227
-47
171
$457K 0.09%
8,450
+590
172
$446K 0.09%
1,299
173
$442K 0.09%
5,330
-568
174
$438K 0.09%
2,860
-226
175
$433K 0.09%
21,093
-1,956
5 6
7
8 9