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
151
$912K 0.14%
11,887
-488
152
$888K 0.14%
28,922
-1,447
153
$871K 0.14%
16,767
-126
154
$851K 0.13%
1,813
+124
155
$846K 0.13%
19,935
-248
156
$827K 0.13%
7,590
-928
157
$825K 0.13%
23,112
+73
158
$808K 0.13%
9,341
+14
159
$807K 0.13%
10,882
+199
160
$801K 0.13%
33,317
-904
161
$799K 0.13%
15,332
162
$766K 0.12%
3,484
-58
163
$765K 0.12%
3,389
+5
164
$754K 0.12%
9,009
-131
165
$733K 0.12%
32,123
+303
166
$727K 0.12%
7,796
+1,084
167
$710K 0.11%
2,083
+1,000
168
$705K 0.11%
29,820
+205
169
$696K 0.11%
1,718
+3
170
$682K 0.11%
3,806
-289
171
$673K 0.11%
16,244
-181
172
$653K 0.1%
4,918
-1,984
173
$624K 0.1%
10,840
+1,381
174
$623K 0.1%
8,156
-280
175
$621K 0.1%
6,262
-217
5 6
7
8 9