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
551
$41K 0.01%
+177
552
$41K 0.01%
+139
553
$41K 0.01%
+775
554
$41K 0.01%
+2,166
555
$41K 0.01%
+433
556
$41K 0.01%
+201
557
$41K 0.01%
+955
558
$40K 0.01%
+340
559
$40K 0.01%
+607
560
$40K 0.01%
+377
561
$40K 0.01%
+242
562
$40K 0.01%
+749
563
$40K 0.01%
+306
564
$40K 0.01%
+1,212
565
$40K 0.01%
+339
566
$40K 0.01%
+388
567
$40K 0.01%
+665
568
$40K 0.01%
+373
569
$40K 0.01%
+908
570
$39K 0.01%
+937
571
$39K 0.01%
+2,415
572
$39K 0.01%
+1,195
573
$39K 0.01%
+369
574
$39K 0.01%
+2,096
575
$39K 0.01%
+564
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