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
401
$69K 0.01%
+400
402
$68K 0.01%
+847
403
$68K 0.01%
+1,483
404
$68K 0.01%
+1,013
405
$67K 0.01%
+1,295
406
$67K 0.01%
585
-1,729
407
$67K 0.01%
+238
408
$67K 0.01%
+2,212
409
$66K 0.01%
+654
410
$66K 0.01%
+1,695
411
$66K 0.01%
+2,048
412
$66K 0.01%
+465
413
$65K 0.01%
+843
414
$65K 0.01%
+758
415
$65K 0.01%
+1,161
416
$65K 0.01%
+5,860
417
$65K 0.01%
+505
418
$65K 0.01%
+438
419
$64K 0.01%
+6,089
420
$64K 0.01%
+394
421
$64K 0.01%
+310
422
$64K 0.01%
+3,052
423
$63K 0.01%
+310
424
$63K 0.01%
+880
425
$62K 0.01%
+1,239
15 16
17
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