SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.07M
3
+$1.62M
4
BYD icon
Boyd Gaming
BYD
+$1.6M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.59M

Top Sells

1
+$3.46M
2
+$2.04M
3
+$1.92M
4
MFC icon
Manulife Financial
MFC
+$1.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M

Sector Composition

1 Technology 13.31%
2 Healthcare 6.73%
3 Financials 6.2%
4 Industrials 5.29%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$85K 0.01%
+4,762
352
$84K 0.01%
+338
353
$83K 0.01%
+679
354
$83K 0.01%
+2,263
355
$83K 0.01%
+127
356
$82K 0.01%
+939
357
$82K 0.01%
+1,225
358
$81K 0.01%
+124
359
$81K 0.01%
+1,173
360
$80K 0.01%
+1,576
361
$79K 0.01%
+2,129
362
$79K 0.01%
+1,306
363
$79K 0.01%
+700
364
$79K 0.01%
+1,059
365
$78K 0.01%
+475
366
$77K 0.01%
+2,200
367
$77K 0.01%
+3,528
368
$77K 0.01%
+4,150
369
$75K 0.01%
+1,933
370
$75K 0.01%
+508
371
$75K 0.01%
+679
372
$75K 0.01%
+1,120
373
$74K 0.01%
+1,419
374
$73K 0.01%
+2,010
375
$73K 0.01%
+530
13 14
15
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