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
$494M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.58M
3
+$1.37M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.34M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.24M

Top Sells

1
+$5.37M
2
+$3.61M
3
+$2.22M
4
URI icon
United Rentals
URI
+$1.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Sector Composition

1 Technology 12.41%
2 Healthcare 6.16%
3 Financials 6.05%
4 Consumer Discretionary 4.83%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$245K 0.05%
+18,800
202
$238K 0.05%
3,365
-730
203
$237K 0.05%
1,020
204
$237K 0.05%
4,380
-173
205
$235K 0.05%
1,320
-600
206
$233K 0.05%
2,181
-398
207
$226K 0.05%
1,120
+14
208
$221K 0.04%
+5,260
209
$219K 0.04%
+396
210
$218K 0.04%
+7,215
211
$216K 0.04%
929
-296
212
$215K 0.04%
+2,549
213
$215K 0.04%
5,256
-300
214
$214K 0.04%
+1,755
215
$213K 0.04%
+999
216
$210K 0.04%
557
-66
217
$209K 0.04%
+1,588
218
$207K 0.04%
+1,368
219
$207K 0.04%
+1,064
220
$205K 0.04%
+956
221
$204K 0.04%
+3,744
222
$203K 0.04%
+6,702
223
$200K 0.04%
+3,650
224
$173K 0.04%
25,186
-1,370
225
$164K 0.03%
20,242
6 7 8
9
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