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
$606M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.66M
3
+$2.58M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$2.47M
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.75M

Top Sells

1
+$3.65M
2
+$2.85M
3
+$2.47M
4
MAN icon
ManpowerGroup
MAN
+$1.74M
5
TSN icon
Tyson Foods
TSN
+$1.7M

Sector Composition

1 Technology 13.5%
2 Healthcare 6.32%
3 Financials 5.27%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$397K 0.07%
10,959
-1,494
202
$393K 0.06%
9,881
+839
203
$383K 0.06%
16,218
-1,671
204
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+8,904
205
$378K 0.06%
8,269
206
$370K 0.06%
+4,289
207
$367K 0.06%
650
-25
208
$363K 0.06%
1,450
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209
$350K 0.06%
9,347
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210
$338K 0.06%
670
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211
$338K 0.06%
2,357
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212
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6,543
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213
$337K 0.06%
3,691
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214
$336K 0.06%
23,035
-1,635
215
$333K 0.06%
12,371
-1,010
216
$315K 0.05%
2,578
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217
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218
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8,021
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219
$306K 0.05%
2,730
-407
220
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6,169
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221
$296K 0.05%
4,263
-22
222
$289K 0.05%
5,068
+7
223
$283K 0.05%
2,639
+6
224
$281K 0.05%
616
225
$281K 0.05%
9,145
-52
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9
10 11