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
1201
$4K ﹤0.01%
+100
1202
$4K ﹤0.01%
+200
1203
$4K ﹤0.01%
+149
1204
$4K ﹤0.01%
+31
1205
$4K ﹤0.01%
+253
1206
$4K ﹤0.01%
+85
1207
$4K ﹤0.01%
+84
1208
$4K ﹤0.01%
+22
1209
$4K ﹤0.01%
+117
1210
$4K ﹤0.01%
+94
1211
$4K ﹤0.01%
+91
1212
$4K ﹤0.01%
+545
1213
$4K ﹤0.01%
+172
1214
$4K ﹤0.01%
+150
1215
$4K ﹤0.01%
+30
1216
$4K ﹤0.01%
+62
1217
$4K ﹤0.01%
+17
1218
$4K ﹤0.01%
+226
1219
$4K ﹤0.01%
+269
1220
$4K ﹤0.01%
+365
1221
$4K ﹤0.01%
+139
1222
$4K ﹤0.01%
+24
1223
$4K ﹤0.01%
+133
1224
$4K ﹤0.01%
+50
1225
$4K ﹤0.01%
+95