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
426
$62K 0.01%
+1,356
427
$62K 0.01%
+3,394
428
$61K 0.01%
+557
429
$61K 0.01%
+1,265
430
$60K 0.01%
+1,099
431
$60K 0.01%
+1,052
432
$60K 0.01%
+1,627
433
$60K 0.01%
+1,000
434
$60K 0.01%
+1,373
435
$60K 0.01%
+878
436
$60K 0.01%
+2,451
437
$59K 0.01%
+688
438
$59K 0.01%
+697
439
$59K 0.01%
+929
440
$59K 0.01%
+775
441
$58K 0.01%
+861
442
$58K 0.01%
+2,306
443
$58K 0.01%
+1,492
444
$58K 0.01%
+3,369
445
$58K 0.01%
+1,205
446
$56K 0.01%
+751
447
$56K 0.01%
+602
448
$56K 0.01%
+549
449
$55K 0.01%
+960
450
$55K 0.01%
+2,098
16 17
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