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
751
$27K ﹤0.01%
+777
752
$27K ﹤0.01%
+393
753
$27K ﹤0.01%
+358
754
$27K ﹤0.01%
+248
755
$27K ﹤0.01%
+1,686
756
$26K ﹤0.01%
+226
757
$26K ﹤0.01%
+441
758
$26K ﹤0.01%
+979
759
$26K ﹤0.01%
+126
760
$26K ﹤0.01%
+1,850
761
$26K ﹤0.01%
+679
762
$26K ﹤0.01%
+186
763
$26K ﹤0.01%
+160
764
$26K ﹤0.01%
+228
765
$26K ﹤0.01%
+70
766
$26K ﹤0.01%
+503
767
$26K ﹤0.01%
+283
768
$26K ﹤0.01%
+100
769
$26K ﹤0.01%
+74
770
$26K ﹤0.01%
+1,800
771
$26K ﹤0.01%
+447
772
$26K ﹤0.01%
+168
773
$26K ﹤0.01%
+304
774
$26K ﹤0.01%
+275
775
$26K ﹤0.01%
+463
29 30
31
32 33