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
976
$14K ﹤0.01%
62
-1,109
977
$14K ﹤0.01%
+200
978
$14K ﹤0.01%
+800
979
$13K ﹤0.01%
+75
980
$13K ﹤0.01%
+109
981
$13K ﹤0.01%
+147
982
$13K ﹤0.01%
+432
983
$13K ﹤0.01%
+404
984
$13K ﹤0.01%
+400
985
$13K ﹤0.01%
+97
986
$13K ﹤0.01%
+118
987
$13K ﹤0.01%
+91
988
$13K ﹤0.01%
+303
989
$13K ﹤0.01%
+55
990
$13K ﹤0.01%
+120
991
$13K ﹤0.01%
+82
992
$13K ﹤0.01%
+114
993
$13K ﹤0.01%
+294
994
$13K ﹤0.01%
+164
995
$13K ﹤0.01%
+277
996
$13K ﹤0.01%
+3,153
997
$13K ﹤0.01%
+500
998
$13K ﹤0.01%
+167
999
$13K ﹤0.01%
+300
1000
$12K ﹤0.01%
+90
38 39
40
41 42