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
526
$44K 0.01%
+201
527
$44K 0.01%
+2,646
528
$44K 0.01%
+1,743
529
$44K 0.01%
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530
$44K 0.01%
+267
531
$43K 0.01%
+450
532
$43K 0.01%
+2,014
533
$43K 0.01%
857
-4,235
534
$43K 0.01%
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535
$43K 0.01%
+256
536
$43K 0.01%
+1,186
537
$42K 0.01%
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538
$42K 0.01%
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539
$42K 0.01%
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540
$42K 0.01%
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541
$42K 0.01%
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542
$42K 0.01%
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543
$42K 0.01%
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544
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545
$42K 0.01%
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546
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547
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548
$41K 0.01%
+1,362
549
$41K 0.01%
+560
550
$41K 0.01%
+859
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