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
151
$658K 0.13%
3,503
-1
152
$647K 0.13%
25,292
-18
153
$624K 0.12%
2,352
+165
154
$605K 0.12%
1,813
155
$586K 0.11%
10,870
+746
156
$584K 0.11%
1,286
-18
157
$575K 0.11%
6,865
+79
158
$568K 0.11%
1,120
+2
159
$561K 0.11%
2,589
+116
160
$546K 0.11%
5,959
-4,644
161
$532K 0.1%
9,543
-101
162
$528K 0.1%
8,544
+67
163
$523K 0.1%
3,132
+79
164
$515K 0.1%
7,157
+822
165
$511K 0.1%
11,987
-377
166
$505K 0.1%
8,676
-136
167
$503K 0.1%
5,764
-315
168
$499K 0.1%
14,056
+1,083
169
$495K 0.1%
13,594
+600
170
$487K 0.1%
11,043
-1,110
171
$481K 0.09%
21,714
+1,563
172
$475K 0.09%
9,438
-770
173
$471K 0.09%
7,062
+751
174
$461K 0.09%
+3,710
175
$457K 0.09%
+24,754
5 6
7
8 9