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
301
-436
302
-619