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
1026
$11K ﹤0.01%
+288
1027
$11K ﹤0.01%
+140
1028
$11K ﹤0.01%
+200
1029
$11K ﹤0.01%
+84
1030
$11K ﹤0.01%
+43
1031
$11K ﹤0.01%
+690
1032
$11K ﹤0.01%
+256
1033
$11K ﹤0.01%
+149
1034
$11K ﹤0.01%
+127
1035
$10K ﹤0.01%
+650
1036
$10K ﹤0.01%
+481
1037
$10K ﹤0.01%
+415
1038
$10K ﹤0.01%
+414
1039
$10K ﹤0.01%
+322
1040
$10K ﹤0.01%
+550
1041
$10K ﹤0.01%
+1,680
1042
$10K ﹤0.01%
+387
1043
$10K ﹤0.01%
+64
1044
$10K ﹤0.01%
+39
1045
$10K ﹤0.01%
+102
1046
$10K ﹤0.01%
+270
1047
$10K ﹤0.01%
+129
1048
$10K ﹤0.01%
+350
1049
$10K ﹤0.01%
+147
1050
$10K ﹤0.01%
+200