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
676
$32K ﹤0.01%
+347
677
$32K ﹤0.01%
+50
678
$32K ﹤0.01%
+175
679
$31K ﹤0.01%
+158
680
$31K ﹤0.01%
+252
681
$31K ﹤0.01%
+45
682
$31K ﹤0.01%
+1,169
683
$31K ﹤0.01%
+2,640
684
$31K ﹤0.01%
496
-17,327
685
$31K ﹤0.01%
+283
686
$31K ﹤0.01%
+550
687
$31K ﹤0.01%
+578
688
$31K ﹤0.01%
+550
689
$31K ﹤0.01%
+425
690
$31K ﹤0.01%
+158
691
$31K ﹤0.01%
+641
692
$30K ﹤0.01%
+1,131
693
$30K ﹤0.01%
+348
694
$30K ﹤0.01%
+413
695
$30K ﹤0.01%
+519
696
$30K ﹤0.01%
+261
697
$30K ﹤0.01%
+1,214
698
$30K ﹤0.01%
+166
699
$30K ﹤0.01%
+300
700
$30K ﹤0.01%
+458
26 27
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