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
1051
$10K ﹤0.01%
+200
1052
$10K ﹤0.01%
+77
1053
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+120
1054
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+162
1055
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1056
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+8
1057
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+400
1058
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+140
1059
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+200
1060
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+18
1061
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+125
1062
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+18
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+67
1064
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+38
1065
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+174
1066
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+79
1067
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+219
1068
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+471
1069
$9K ﹤0.01%
+70
1070
$9K ﹤0.01%
+480
1071
$9K ﹤0.01%
+480
1072
$9K ﹤0.01%
+214
1073
$9K ﹤0.01%
+90
1074
$9K ﹤0.01%
+72
1075
$9K ﹤0.01%
+300
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