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
376
$73K 0.01%
+2,010
377
$73K 0.01%
+530
378
$73K 0.01%
+1,123
379
$72K 0.01%
+1,081
380
$72K 0.01%
+279
381
$72K 0.01%
+997
382
$72K 0.01%
+530
383
$72K 0.01%
+244
384
$72K 0.01%
+167
385
$72K 0.01%
+500
386
$72K 0.01%
+195
387
$71K 0.01%
+381
388
$71K 0.01%
+488
389
$71K 0.01%
+1,815
390
$71K 0.01%
+2,400
391
$70K 0.01%
+572
392
$70K 0.01%
+1,776
393
$70K 0.01%
+646
394
$69K 0.01%
+1,458
395
$69K 0.01%
+4,402
396
$69K 0.01%
+107
397
$69K 0.01%
+679
398
$69K 0.01%
+3,489
399
$69K 0.01%
+1,140
400
$69K 0.01%
+357
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