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
376
$73K 0.01%
+1,123
377
$73K 0.01%
+425
378
$73K 0.01%
+974
379
$72K 0.01%
+1,081
380
$72K 0.01%
+500
381
$72K 0.01%
+195
382
$72K 0.01%
+279
383
$72K 0.01%
+997
384
$72K 0.01%
+530
385
$72K 0.01%
+244
386
$72K 0.01%
+167
387
$71K 0.01%
+381
388
$71K 0.01%
+488
389
$71K 0.01%
+1,815
390
$71K 0.01%
+2,400
391
$70K 0.01%
+572
392
$70K 0.01%
+1,776
393
$70K 0.01%
+646
394
$69K 0.01%
+1,140
395
$69K 0.01%
+357
396
$69K 0.01%
+3,489
397
$69K 0.01%
+400
398
$69K 0.01%
+1,458
399
$69K 0.01%
+4,402
400
$69K 0.01%
+535