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
476
$50K 0.01%
+21
477
$50K 0.01%
+2,332
478
$50K 0.01%
+138
479
$50K 0.01%
+821
480
$49K 0.01%
+380
481
$49K 0.01%
+1,201
482
$49K 0.01%
+1,652
483
$49K 0.01%
+1,789
484
$49K 0.01%
+283
485
$48K 0.01%
+403
486
$48K 0.01%
+1,200
487
$48K 0.01%
+3,747
488
$48K 0.01%
+461
489
$48K 0.01%
+425
490
$48K 0.01%
+4,980
491
$47K 0.01%
+1,620
492
$47K 0.01%
+275
493
$47K 0.01%
+1,206
494
$47K 0.01%
+2,384
495
$47K 0.01%
+401
496
$47K 0.01%
+505
497
$47K 0.01%
+482
498
$47K 0.01%
+3,267
499
$47K 0.01%
+1,375
500
$47K 0.01%
+880
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