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
176
$617K 0.1%
1,273
-30
177
$594K 0.09%
7,906
+319
178
$592K 0.09%
15,572
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179
$587K 0.09%
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180
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5,427
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181
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2,221
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182
$579K 0.09%
6,405
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183
$572K 0.09%
24,522
+338
184
$565K 0.09%
1,082
185
$545K 0.09%
2,631
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186
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187
$538K 0.09%
12,710
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188
$535K 0.08%
7,082
-29
189
$532K 0.08%
1,306
190
$523K 0.08%
15,616
-6,823
191
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2,514
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194
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13,374
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195
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2,049
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196
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5,696
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197
$475K 0.08%
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-149
198
$466K 0.07%
2,800
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199
$465K 0.07%
17,819
-57,493
200
$451K 0.07%
4,356
-197
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