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
576
$39K 0.01%
+111
577
$39K 0.01%
+277
578
$39K 0.01%
+675
579
$39K 0.01%
+253
580
$38K 0.01%
+1,479
581
$38K 0.01%
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582
$38K 0.01%
+1,607
583
$38K 0.01%
+132
584
$38K 0.01%
+409
585
$38K 0.01%
+669
586
$38K 0.01%
+68
587
$38K 0.01%
+835
588
$38K 0.01%
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589
$38K 0.01%
+750
590
$38K 0.01%
+1,883
591
$37K 0.01%
+884
592
$37K 0.01%
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593
$37K 0.01%
+751
594
$37K 0.01%
430
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595
$37K 0.01%
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596
$37K 0.01%
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597
$37K 0.01%
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598
$37K 0.01%
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599
$37K 0.01%
+409
600
$37K 0.01%
+52
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