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
301
$131K 0.02%
1,196
-3,360
302
$130K 0.02%
2,463
-1,664
303
$123K 0.02%
+753
304
$122K 0.02%
+1,015
305
$120K 0.02%
+840
306
$120K 0.02%
+906
307
$120K 0.02%
+3,818
308
$117K 0.02%
+365
309
$115K 0.02%
+1,934
310
$114K 0.02%
+407
311
$114K 0.02%
+2,000
312
$113K 0.02%
+310
313
$112K 0.02%
+739
314
$111K 0.02%
+1,988
315
$110K 0.02%
+1,476
316
$110K 0.02%
+5,097
317
$109K 0.02%
+1,821
318
$109K 0.02%
+3,320
319
$106K 0.02%
+1,191
320
$104K 0.02%
+478
321
$104K 0.02%
+1,859
322
$103K 0.02%
+658
323
$103K 0.02%
+639
324
$100K 0.02%
+4,864
325
$99K 0.02%
+1,062
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