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
276
$161K 0.02%
+3,835
277
$160K 0.02%
+5,955
278
$159K 0.02%
+644
279
$158K 0.02%
+2,009
280
$158K 0.02%
+2,503
281
$157K 0.02%
+1,411
282
$152K 0.02%
+4,349
283
$152K 0.02%
+1,769
284
$152K 0.02%
+910
285
$151K 0.02%
+1,000
286
$150K 0.02%
+3,029
287
$144K 0.02%
+1,372
288
$142K 0.02%
+1,805
289
$139K 0.02%
+1,462
290
$138K 0.02%
+1,848
291
$137K 0.02%
+725
292
$137K 0.02%
+5,499
293
$137K 0.02%
+787
294
$135K 0.02%
+3,034
295
$135K 0.02%
20,242
296
$135K 0.02%
+433
297
$134K 0.02%
+642
298
$134K 0.02%
+3,210
299
$133K 0.02%
+5,326
300
$131K 0.02%
+448
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