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
451
$55K 0.01%
+6,245
452
$54K 0.01%
+664
453
$54K 0.01%
+400
454
$54K 0.01%
+2,000
455
$54K 0.01%
+2,867
456
$54K 0.01%
+3,360
457
$54K 0.01%
+1,121
458
$54K 0.01%
+599
459
$53K 0.01%
+748
460
$53K 0.01%
+858
461
$53K 0.01%
+739
462
$53K 0.01%
+802
463
$53K 0.01%
+386
464
$53K 0.01%
+2,084
465
$53K 0.01%
+970
466
$52K 0.01%
+358
467
$52K 0.01%
+113
468
$52K 0.01%
+519
469
$51K 0.01%
+860
470
$51K 0.01%
+429
471
$51K 0.01%
+535
472
$50K 0.01%
+2,911
473
$50K 0.01%
+2,400
474
$50K 0.01%
+590
475
$50K 0.01%
+1,847
17 18
19
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