SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+18.35%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$449M
AUM Growth
+$24.9M
(+5.9%)
Cap. Flow
-$35M
Cap. Flow
% of AUM
-7.78%
Top 10 Holdings %
Top 10 Hldgs %
29.03%
Holding
241
New
14
Increased
66
Reduced
120
Closed
33
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.44M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$2.25M |
| 3 |
Arista Networks
ANET
|
$1.58M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.56M |
| 5 |
Amazon
AMZN
|
$1.33M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.22M |
| 2 |
Alibaba
BABA
|
$2.57M |
| 3 |
Microsoft
MSFT
|
$1.8M |
| 4 |
Capital One
COF
|
$1.76M |
| 5 |
Procter & Gamble
PG
|
$1.66M |
Sector Composition
| 1 | Technology | 12.13% |
| 2 | Healthcare | 6.37% |
| 3 | Financials | 5.42% |
| 4 | Industrials | 5.33% |
| 5 | Communication Services | 4.77% |
