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
$511M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$1.61M
3
+$1.53M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.25M
5
SYF icon
Synchrony
SYF
+$1.21M

Top Sells

1
+$2.42M
2
+$1.76M
3
+$1.24M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$532K
5
MBB icon
iShares MBS ETF
MBB
+$426K

Sector Composition

1 Technology 11.44%
2 Healthcare 7.79%
3 Financials 5.98%
4 Industrials 4.52%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$324K 0.06%
8,314
+20
202
$316K 0.06%
9,236
+12
203
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6,591
-105
204
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205
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206
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12,372
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207
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208
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209
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210
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211
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212
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213
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5,196
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214
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215
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216
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218
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219
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220
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3,615
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221
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6,214
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222
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616
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223
$248K 0.05%
21,864
-70
224
$245K 0.05%
4,383
+56
225
$235K 0.05%
15,027
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9
10 11