SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+5.98%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$632M
AUM Growth
+$38.5M
(+6.5%)
Cap. Flow
+$8.19M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
24.73%
Holding
278
New
14
Increased
119
Reduced
124
Closed
10
Top Buys
| 1 |
Wells Fargo
WFC
|
$2.42M |
| 2 |
Hartford Financial Services
HIG
|
$2.25M |
| 3 |
Fifth Third Bancorp
FITB
|
$1.88M |
| 4 |
Avantis Core Fixed Income ETF
AVIG
|
$1.74M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
$1.47M |
Top Sells
| 1 |
Fidelity National Financial
FNF
|
$1.79M |
| 2 |
Citizens Financial Group
CFG
|
$1.5M |
| 3 |
Regions Financial
RF
|
$1.26M |
| 4 |
Micron Technology
MU
|
$1.24M |
| 5 |
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% |
