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
851
$21K ﹤0.01%
+93
852
$21K ﹤0.01%
+675
853
$21K ﹤0.01%
+53
854
$21K ﹤0.01%
+66
855
$21K ﹤0.01%
+138
856
$21K ﹤0.01%
+115
857
$21K ﹤0.01%
+102
858
$21K ﹤0.01%
+480
859
$21K ﹤0.01%
+176
860
$21K ﹤0.01%
+634
861
$21K ﹤0.01%
+258
862
$21K ﹤0.01%
+208
863
$21K ﹤0.01%
+214
864
$21K ﹤0.01%
+854
865
$20K ﹤0.01%
+169
866
$20K ﹤0.01%
+67
867
$20K ﹤0.01%
+76
868
$20K ﹤0.01%
+248
869
$20K ﹤0.01%
+256
870
$20K ﹤0.01%
+800
871
$20K ﹤0.01%
+196
872
$20K ﹤0.01%
+205
873
$20K ﹤0.01%
+235
874
$20K ﹤0.01%
+96
875
$20K ﹤0.01%
+589
33 34
35
36 37