SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+13.92%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$494M
AUM Growth
+$42.2M
(+9.3%)
Cap. Flow
-$3.48M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
29.89%
Holding
237
New
24
Increased
68
Reduced
128
Closed
9
Top Buys
| 1 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
+$3.41M |
| 2 |
Manulife Financial
MFC
|
+$1.58M |
| 3 |
PayPal
PYPL
|
+$1.37M |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$1.34M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.24M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.37M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$3.61M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$2.22M |
| 4 |
United Rentals
URI
|
+$1.69M |
| 5 |
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% |
