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
801
$24K ﹤0.01%
+94
802
$24K ﹤0.01%
+424
803
$24K ﹤0.01%
+215
804
$24K ﹤0.01%
+842
805
$24K ﹤0.01%
+286
806
$24K ﹤0.01%
+821
807
$24K ﹤0.01%
+1,387
808
$23K ﹤0.01%
+408
809
$23K ﹤0.01%
+3,025
810
$23K ﹤0.01%
+204
811
$23K ﹤0.01%
+557
812
$23K ﹤0.01%
+238
813
$23K ﹤0.01%
+251
814
$23K ﹤0.01%
+950
815
$23K ﹤0.01%
+224
816
$23K ﹤0.01%
+627
817
$23K ﹤0.01%
+231
818
$23K ﹤0.01%
+373
819
$23K ﹤0.01%
+108
820
$23K ﹤0.01%
+84
821
$23K ﹤0.01%
+170
822
$23K ﹤0.01%
+254
823
$23K ﹤0.01%
+524
824
$23K ﹤0.01%
+662
825
$23K ﹤0.01%
+747
31 32
33
34 35