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
876
$20K ﹤0.01%
+465
877
$20K ﹤0.01%
+400
878
$20K ﹤0.01%
+610
879
$20K ﹤0.01%
+392
880
$20K ﹤0.01%
+232
881
$20K ﹤0.01%
+325
882
$20K ﹤0.01%
+300
883
$19K ﹤0.01%
+131
884
$19K ﹤0.01%
+203
885
$19K ﹤0.01%
+226
886
$19K ﹤0.01%
+93
887
$19K ﹤0.01%
+744
888
$19K ﹤0.01%
+1,015
889
$19K ﹤0.01%
+109
890
$19K ﹤0.01%
+405
891
$19K ﹤0.01%
+450
892
$19K ﹤0.01%
+97
893
$19K ﹤0.01%
+170
894
$19K ﹤0.01%
+408
895
$19K ﹤0.01%
+430
896
$19K ﹤0.01%
+272
897
$19K ﹤0.01%
+690
898
$19K ﹤0.01%
+474
899
$19K ﹤0.01%
+500
900
$19K ﹤0.01%
+263
34 35
36
37 38