SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
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
+$2.18M
2
+$2.18M
3
+$1.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.63M
5
TTE icon
TotalEnergies
TTE
+$1.62M

Top Sells

1
+$3.49M
2
+$1.92M
3
+$1.82M
4
MFC icon
Manulife Financial
MFC
+$1.78M
5
FSLR icon
First Solar
FSLR
+$1.71M

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
251
$201K 0.03%
+4,244
252
$199K 0.03%
+5,387
253
$197K 0.03%
+347
254
$197K 0.03%
3,160
-351
255
$197K 0.03%
+1,001
256
$196K 0.03%
+700
257
$193K 0.03%
956
-11
258
$192K 0.03%
+3,369
259
$192K 0.03%
1,500
-169
260
$186K 0.03%
1,387
-388
261
$185K 0.03%
+1,535
262
$182K 0.03%
8,771
-9,799
263
$179K 0.03%
+2,247
264
$179K 0.03%
+497
265
$176K 0.03%
+842
266
$171K 0.03%
+3,429
267
$168K 0.03%
3,328
-5,334
268
$167K 0.03%
+657
269
$166K 0.03%
+920
270
$164K 0.02%
1,728
-3,697
271
$164K 0.02%
+1,764
272
$163K 0.02%
+3,251
273
$162K 0.02%
889
-1,171
274
$162K 0.02%
+973
275
$162K 0.02%
+4,694
9 10
11
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