SFM
Signet Financial Management Portfolio holdings
AUM
$796M
1-Year Est. Return
15.35%
1 Year Est. Return
+15.35%
AUM
$796M
AUM Growth
+$54.9M
(+7.4%)
Holding
302
Top Buys
| 1 | +$9.58M | |
| 2 | +$7.11M | |
| 3 | +$3.32M | |
| 4 |
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
BP
|
+$3.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Thermo Fisher Scientific
TMO
$204B
| – | – |
-436
|
|
||
302
UnitedHealth
UNH
$323B
| – | – |
-619
|
|