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
826
$23K ﹤0.01%
+883
827
$23K ﹤0.01%
+1,049
828
$23K ﹤0.01%
+140
829
$23K ﹤0.01%
+431
830
$23K ﹤0.01%
+39
831
$22K ﹤0.01%
+145
832
$22K ﹤0.01%
+672
833
$22K ﹤0.01%
+56
834
$22K ﹤0.01%
+1,535
835
$22K ﹤0.01%
+432
836
$22K ﹤0.01%
+591
837
$22K ﹤0.01%
+435
838
$22K ﹤0.01%
+200
839
$22K ﹤0.01%
+702
840
$22K ﹤0.01%
+448
841
$22K ﹤0.01%
+1,433
842
$22K ﹤0.01%
+403
843
$21K ﹤0.01%
+129
844
$21K ﹤0.01%
+623
845
$21K ﹤0.01%
+52
846
$21K ﹤0.01%
+201
847
$21K ﹤0.01%
+316
848
$21K ﹤0.01%
+303
849
$21K ﹤0.01%
+805
850
$21K ﹤0.01%
+221
32 33
34
35 36