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
1101
$7K ﹤0.01%
+32
1102
$7K ﹤0.01%
+140
1103
$7K ﹤0.01%
+141
1104
$7K ﹤0.01%
+250
1105
$7K ﹤0.01%
+208
1106
$7K ﹤0.01%
+200
1107
$7K ﹤0.01%
+150
1108
$7K ﹤0.01%
+479
1109
$7K ﹤0.01%
+246
1110
$7K ﹤0.01%
+449
1111
$7K ﹤0.01%
+125
1112
$7K ﹤0.01%
+195
1113
$7K ﹤0.01%
+396
1114
$7K ﹤0.01%
+76
1115
$7K ﹤0.01%
+175
1116
$6K ﹤0.01%
+181
1117
$6K ﹤0.01%
+202
1118
$6K ﹤0.01%
+111
1119
$6K ﹤0.01%
+62
1120
$6K ﹤0.01%
+40
1121
$6K ﹤0.01%
+35
1122
$6K ﹤0.01%
+123
1123
$6K ﹤0.01%
+127
1124
$6K ﹤0.01%
+22
1125
0