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
1176
$5K ﹤0.01%
+150
1177
$5K ﹤0.01%
+80
1178
$5K ﹤0.01%
+166
1179
$5K ﹤0.01%
+1,500
1180
$5K ﹤0.01%
+19
1181
$5K ﹤0.01%
+45
1182
$5K ﹤0.01%
+131
1183
$5K ﹤0.01%
+262
1184
$5K ﹤0.01%
+110
1185
$5K ﹤0.01%
+109
1186
$5K ﹤0.01%
+400
1187
$5K ﹤0.01%
+2
1188
$5K ﹤0.01%
+69
1189
$5K ﹤0.01%
+150
1190
$4K ﹤0.01%
+88
1191
$4K ﹤0.01%
+100
1192
$4K ﹤0.01%
+170
1193
$4K ﹤0.01%
+160
1194
$4K ﹤0.01%
+49
1195
$4K ﹤0.01%
+105
1196
$4K ﹤0.01%
+33
1197
$4K ﹤0.01%
+132
1198
$4K ﹤0.01%
+56
1199
$4K ﹤0.01%
+194
1200
$4K ﹤0.01%
+73