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
201
– –
-2,682
202
– –
-153,000
203
– –
0
204
– –
-7
205
– –
-529,918
5 6 7 8
9