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
176
$420K 0.08%
1,307
-24
177
$419K 0.08%
+4,200
178
$415K 0.08%
42,303
-3,765
179
$415K 0.08%
4,775
-103
180
$410K 0.08%
13,045
-32,639
181
$407K 0.08%
8,015
-482
182
$373K 0.08%
17,949
-266
183
$368K 0.07%
+5,550
184
$364K 0.07%
12,368
-1,078
185
$354K 0.07%
5,767
+191
186
$353K 0.07%
5,167
-24
187
$348K 0.07%
13,556
-1,642
188
$345K 0.07%
+9,262
189
$344K 0.07%
1,755
-817
190
$344K 0.07%
819
191
$336K 0.07%
5,354
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192
$330K 0.07%
2,745
+211
193
$314K 0.06%
6,528
+300
194
$300K 0.06%
+10,605
195
$275K 0.06%
6,132
-1,806
196
$266K 0.05%
5,305
+302
197
$261K 0.05%
5,520
+209
198
$259K 0.05%
6,285
-2,320
199
$254K 0.05%
2,946
+98
200
$246K 0.05%
+6,045
6 7
8
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