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
1401
$1K ﹤0.01%
+73
1402
$1K ﹤0.01%
+75
1403
$1K ﹤0.01%
+16
1404
$1K ﹤0.01%
+24
1405
$1K ﹤0.01%
+71
1406
$1K ﹤0.01%
+48
1407
$1K ﹤0.01%
+7
1408
$1K ﹤0.01%
+15
1409
$1K ﹤0.01%
+80
1410
$1K ﹤0.01%
+27
1411
$1K ﹤0.01%
+31
1412
$1K ﹤0.01%
+16
1413
$1K ﹤0.01%
+20
1414
$1K ﹤0.01%
+48
1415
$1K ﹤0.01%
+13
1416
$1K ﹤0.01%
+120
1417
$1K ﹤0.01%
+31
1418
$1K ﹤0.01%
+47
1419
$1K ﹤0.01%
+32
1420
$1K ﹤0.01%
+16
1421
$1K ﹤0.01%
+46
1422
$1K ﹤0.01%
+34
1423
$1K ﹤0.01%
+32
1424
$1K ﹤0.01%
+6
1425
$1K ﹤0.01%
+40