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
326
$98K 0.01%
+2,630
327
$98K 0.01%
+1,017
328
$97K 0.01%
+2,217
329
$97K 0.01%
+1,284
330
$97K 0.01%
+545
331
$96K 0.01%
+1,262
332
$95K 0.01%
+907
333
$95K 0.01%
+682
334
$93K 0.01%
+531
335
$93K 0.01%
+3,402
336
$93K 0.01%
+1,863
337
$93K 0.01%
+2,443
338
$92K 0.01%
1,846
-3,413
339
$92K 0.01%
+330
340
$91K 0.01%
+2,227
341
$91K 0.01%
+1,518
342
$91K 0.01%
+3,800
343
$90K 0.01%
+1,013
344
$90K 0.01%
+1,250
345
$88K 0.01%
+915
346
$88K 0.01%
+3,735
347
$87K 0.01%
+356
348
$86K 0.01%
+534
349
$85K 0.01%
+1,742
350
$85K 0.01%
+4,762
12 13
14
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