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
951
$15K ﹤0.01%
+371
952
$15K ﹤0.01%
+124
953
$15K ﹤0.01%
+1,303
954
$15K ﹤0.01%
+305
955
$15K ﹤0.01%
+85
956
$15K ﹤0.01%
+624
957
$15K ﹤0.01%
+169
958
$15K ﹤0.01%
+528
959
$15K ﹤0.01%
+206
960
$15K ﹤0.01%
+30
961
$15K ﹤0.01%
+357
962
$15K ﹤0.01%
+300
963
$14K ﹤0.01%
+380
964
$14K ﹤0.01%
+400
965
$14K ﹤0.01%
+227
966
$14K ﹤0.01%
+308
967
$14K ﹤0.01%
+537
968
$14K ﹤0.01%
+55
969
$14K ﹤0.01%
+300
970
$14K ﹤0.01%
+220
971
$14K ﹤0.01%
+8
972
$14K ﹤0.01%
+316
973
$14K ﹤0.01%
+450
974
$14K ﹤0.01%
+163
975
$14K ﹤0.01%
+569
37 38
39
40 41