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
701
$30K ﹤0.01%
+389
702
$30K ﹤0.01%
+331
703
$30K ﹤0.01%
+116
704
$30K ﹤0.01%
+629
705
$30K ﹤0.01%
+309
706
$30K ﹤0.01%
+179
707
$30K ﹤0.01%
+1,175
708
$30K ﹤0.01%
+895
709
$30K ﹤0.01%
+1,128
710
$30K ﹤0.01%
+940
711
$29K ﹤0.01%
+331
712
$29K ﹤0.01%
+440
713
$29K ﹤0.01%
+59
714
$29K ﹤0.01%
+91
715
$29K ﹤0.01%
+174
716
$29K ﹤0.01%
+246
717
$29K ﹤0.01%
+2,370
718
$29K ﹤0.01%
+404
719
$29K ﹤0.01%
+542
720
$29K ﹤0.01%
+1,215
721
$29K ﹤0.01%
+739
722
$29K ﹤0.01%
+471
723
$28K ﹤0.01%
+201
724
$28K ﹤0.01%
+998
725
$28K ﹤0.01%
+509
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