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
651
$33K 0.01%
+327
652
$33K 0.01%
+694
653
$33K 0.01%
+58
654
$33K 0.01%
+166
655
$33K 0.01%
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656
$33K 0.01%
+1,500
657
$33K 0.01%
+350
658
$33K 0.01%
+492
659
$33K 0.01%
+365
660
$33K 0.01%
+130
661
$33K 0.01%
+136
662
$32K ﹤0.01%
+381
663
$32K ﹤0.01%
+193
664
$32K ﹤0.01%
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665
$32K ﹤0.01%
+179
666
$32K ﹤0.01%
+560
667
$32K ﹤0.01%
+250
668
$32K ﹤0.01%
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669
$32K ﹤0.01%
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670
$32K ﹤0.01%
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671
$32K ﹤0.01%
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672
$32K ﹤0.01%
+1,901
673
$32K ﹤0.01%
+421
674
$32K ﹤0.01%
+329
675
$32K ﹤0.01%
+383
25 26
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