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SFM

Signet Financial Management Portfolio holdings

AUM $892M
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
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
1376
$1K ﹤0.01%
+475
1377
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+10
1378
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+7
1379
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$1K ﹤0.01%
+20
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+73
1390
$1K ﹤0.01%
+75
1391
$1K ﹤0.01%
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+24
1397
$1K ﹤0.01%
+71
1398
$1K ﹤0.01%
+48
1399
$1K ﹤0.01%
+7
1400
$1K ﹤0.01%
+15