SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.11M
3
+$3.32M
4
CVX icon
Chevron
CVX
+$3.05M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.38M

Top Sells

1
+$6.53M
2
+$5.54M
3
+$3.49M
4
BP icon
BP
BP
+$3.02M
5
COP icon
ConocoPhillips
COP
+$2.76M

Sector Composition

1 Technology 14.62%
2 Financials 6.46%
3 Healthcare 4.89%
4 Communication Services 4.33%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$338K 0.04%
+6,819
227
$337K 0.04%
8,767
-428
228
$330K 0.04%
14,809
+1,555
229
$329K 0.04%
4,786
+205
230
$329K 0.04%
+3,146
231
$327K 0.04%
840
+21
232
$326K 0.04%
3,812
+144
233
$326K 0.04%
2,579
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234
$324K 0.04%
19,313
+407
235
$322K 0.04%
2,153
+10
236
$316K 0.04%
1,333
237
$315K 0.04%
3,417
-1,349
238
$312K 0.04%
+4,194
239
$307K 0.04%
10,299
240
$306K 0.04%
+2,242
241
$305K 0.04%
4,111
-109
242
$303K 0.04%
7,150
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243
$302K 0.04%
2,747
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244
$298K 0.04%
3,771
+1,323
245
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246
$288K 0.04%
944
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247
$287K 0.04%
4,901
+115
248
$279K 0.04%
4,866
249
$279K 0.04%
4,351
+164
250
$279K 0.04%
2,112
-244
8 9
10
11 12