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
176
$190K 0.04%
21,498
177
$181K 0.04%
+44,675
178
$102K 0.02%
+4
179
$100K 0.02%
11,750
+134
180
$98K 0.02%
1,338
+237
181
$76K 0.02%
14,795
-555
182
$71K 0.02%
15,417
183
– –
-8,670
184
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185
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-2,417
186
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-11,391
187
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-6,843
188
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0
189
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190
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191
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192
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193
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194
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-7,048
195
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-14,856
196
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-3,236
197
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-2,188
198
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-5,684
199
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200
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-7,188
5 6 7
8
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