SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.22M
3
+$4.22M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.91M

Top Sells

1
+$4.13M
2
+$3.3M
3
+$2.98M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.82M
5
ANET icon
Arista Networks
ANET
+$2.81M

Sector Composition

1 Technology 15.38%
2 Financials 6.02%
3 Communication Services 4.53%
4 Healthcare 4.52%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$743K 0.09%
13,704
-238
177
$737K 0.09%
9,142
+82
178
$733K 0.09%
7,700
+211
179
$722K 0.08%
6,097
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180
$712K 0.08%
9,431
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181
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1,390
+20
182
$694K 0.08%
22,860
+1,894
183
$680K 0.08%
14,647
+555
184
$672K 0.08%
10,083
-228
185
$664K 0.08%
2,448
-370
186
$661K 0.08%
8,652
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187
$645K 0.07%
13,554
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188
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189
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6,896
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190
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191
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193
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21,438
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194
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195
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34,028
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196
$576K 0.07%
5,406
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197
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4,780
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198
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10,021
-1,709
199
$561K 0.07%
5,157
-1,700
200
$553K 0.06%
11,188
+4,369
6 7
8
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