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
$632M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.25M
3
+$1.88M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.74M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.47M

Top Sells

1
+$1.79M
2
+$1.5M
3
+$1.26M
4
MU icon
Micron Technology
MU
+$1.24M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.16M

Sector Composition

1 Technology 14.16%
2 Healthcare 6%
3 Financials 5.46%
4 Consumer Discretionary 4.3%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$444K 0.07%
12,453
-282
202
$433K 0.07%
17,889
-684
203
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2,514
+12
204
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205
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206
$400K 0.06%
10,463
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207
$392K 0.06%
4,844
208
$389K 0.06%
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209
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3,137
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210
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4,366
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211
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8,269
212
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213
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9,053
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214
$364K 0.06%
675
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215
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216
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217
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218
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732
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219
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13,381
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220
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2,593
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221
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2,023
-27
222
$318K 0.05%
5,033
+16
223
$315K 0.05%
1,433
-29
224
$314K 0.05%
9,197
225
$313K 0.05%
4,285
-85
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9
10 11