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
901
$18K ﹤0.01%
+200
902
$18K ﹤0.01%
+517
903
$18K ﹤0.01%
+217
904
$18K ﹤0.01%
+124
905
$18K ﹤0.01%
+86
906
$18K ﹤0.01%
+300
907
$18K ﹤0.01%
+439
908
$18K ﹤0.01%
+469
909
$18K ﹤0.01%
+202
910
$18K ﹤0.01%
+97
911
$17K ﹤0.01%
+600
912
$17K ﹤0.01%
+76
913
$17K ﹤0.01%
+120
914
$17K ﹤0.01%
+390
915
$17K ﹤0.01%
+300
916
$17K ﹤0.01%
+67
917
$17K ﹤0.01%
+44
918
$17K ﹤0.01%
+212
919
$17K ﹤0.01%
+40
920
$17K ﹤0.01%
+284
921
$17K ﹤0.01%
+155
922
$17K ﹤0.01%
+474
923
$17K ﹤0.01%
+535
924
$17K ﹤0.01%
+500
925
$17K ﹤0.01%
+1,414
35 36
37
38 39