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
1226
$4K ﹤0.01%
+23
1227
$3K ﹤0.01%
+35
1228
$3K ﹤0.01%
+46
1229
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+144
1230
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+53
1231
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+29
1232
$3K ﹤0.01%
+59
1233
$3K ﹤0.01%
+121
1234
$3K ﹤0.01%
+80
1235
$3K ﹤0.01%
+105
1236
$3K ﹤0.01%
+85
1237
$3K ﹤0.01%
+42
1238
$3K ﹤0.01%
+53
1239
$3K ﹤0.01%
+72
1240
$3K ﹤0.01%
+85
1241
$3K ﹤0.01%
+15
1242
$3K ﹤0.01%
+90
1243
$3K ﹤0.01%
+63
1244
$3K ﹤0.01%
+59
1245
$3K ﹤0.01%
+86
1246
$3K ﹤0.01%
+134
1247
$3K ﹤0.01%
+55
1248
$3K ﹤0.01%
+70
1249
$3K ﹤0.01%
+64
1250
$3K ﹤0.01%
+73
48 49
50
51 52