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
476
$50K 0.01%
+2,332
477
$50K 0.01%
+138
478
$50K 0.01%
+821
479
$50K 0.01%
+2,400
480
$49K 0.01%
+283
481
$49K 0.01%
+380
482
$49K 0.01%
+1,201
483
$49K 0.01%
+1,652
484
$49K 0.01%
+2,683
485
$48K 0.01%
+403
486
$48K 0.01%
+1,200
487
$48K 0.01%
+4,980
488
$48K 0.01%
+3,747
489
$48K 0.01%
+461
490
$48K 0.01%
+425
491
$47K 0.01%
+1,206
492
$47K 0.01%
+401
493
$47K 0.01%
+505
494
$47K 0.01%
+482
495
$47K 0.01%
+711
496
$47K 0.01%
+3,487
497
$47K 0.01%
+1,620
498
$47K 0.01%
+275
499
$47K 0.01%
+2,384
500
$47K 0.01%
+3,267