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
251
$277K 0.03%
5,757
+208
252
$272K 0.03%
480
253
$266K 0.03%
3,049
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254
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255
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256
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257
$256K 0.03%
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258
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259
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260
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261
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262
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266
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273
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274
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275
$219K 0.03%
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9 10
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