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
176
$451K 0.09%
2,776
-25
177
$447K 0.09%
2,379
+222
178
$432K 0.08%
2,037
-17
179
$431K 0.08%
5,693
+1,377
180
$426K 0.08%
4,968
+547
181
$426K 0.08%
1,299
182
$421K 0.08%
+2,021
183
$413K 0.08%
4,040
+345
184
$411K 0.08%
7,048
-643
185
$405K 0.08%
1,741
+49
186
$400K 0.08%
792
-36
187
$394K 0.08%
4,133
-107
188
$393K 0.08%
4,861
+177
189
$391K 0.08%
13,293
-108
190
$381K 0.07%
23,575
-3,989
191
$376K 0.07%
796
-23
192
$376K 0.07%
2,619
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193
$370K 0.07%
11,384
-686
194
$365K 0.07%
2,097
+43
195
$354K 0.07%
5,429
+128
196
$350K 0.07%
7,973
+105
197
$349K 0.07%
4,664
+267
198
$341K 0.07%
3,361
-59
199
$328K 0.06%
2,803
+692
200
$325K 0.06%
1,216
+200
6 7
8
9 10