SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Return
15.35%
This Quarter Return
+8.78%
1 Year Return
+15.35%
3 Year Return
+63.29%
5 Year Return
+108.26%
10 Year Return
+200.2%
AUM
$660M
AUM Growth
+$81M
(+14%)
Cap. Flow
+$36.5M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
27.97%
Holding
1,476
New
1,216
Increased
99
Reduced
139
Closed
4
Top Buys
| 1 |
Dell
DELL
|
+$2.18M |
| 2 |
United Microelectronic
UMC
|
+$2.18M |
| 3 |
Boyd Gaming
BYD
|
+$1.66M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.63M |
| 5 |
TotalEnergies
TTE
|
+$1.62M |
Top Sells
| 1 |
Intel
INTC
|
+$3.49M |
| 2 |
Leggett & Platt
LEG
|
+$1.92M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.82M |
| 4 |
Manulife Financial
MFC
|
+$1.78M |
| 5 |
First Solar
FSLR
|
+$1.71M |
Sector Composition
| 1 | Technology | 13.31% |
| 2 | Healthcare | 6.73% |
| 3 | Financials | 6.2% |
| 4 | Industrials | 5.29% |
| 5 | Consumer Discretionary | 5.1% |
