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
1301
$2K ﹤0.01%
+45
1302
$2K ﹤0.01%
+20
1303
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+29
1304
$2K ﹤0.01%
+145
1305
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+50
1306
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+5
1307
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+63
1308
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+49
1309
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+155
1310
$2K ﹤0.01%
+100
1311
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+85
1312
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+32
1313
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+25
1314
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+30
1315
$2K ﹤0.01%
+82
1316
$2K ﹤0.01%
+27
1317
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+40
1318
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+4
1319
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+42
1320
$2K ﹤0.01%
+55
1321
$2K ﹤0.01%
+7
1322
$2K ﹤0.01%
+100
1323
$2K ﹤0.01%
+17
1324
$2K ﹤0.01%
+2
1325
$2K ﹤0.01%
+35
51 52
53
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