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
501
$47K 0.01%
+3,487
502
$47K 0.01%
+711
503
$46K 0.01%
+588
504
$46K 0.01%
+1,168
505
$46K 0.01%
+112
506
$45K 0.01%
+550
507
$45K 0.01%
+68
508
$45K 0.01%
+2,392
509
$45K 0.01%
+1,189
510
$45K 0.01%
+1,926
511
$45K 0.01%
+983
512
$45K 0.01%
+203
513
$45K 0.01%
+178
514
$45K 0.01%
+632
515
$45K 0.01%
+2,179
516
$45K 0.01%
+1,376
517
$45K 0.01%
+199
518
$45K 0.01%
+494
519
$45K 0.01%
+407
520
$45K 0.01%
+993
521
$45K 0.01%
+416
522
$45K 0.01%
+1,003
523
$45K 0.01%
+533
524
$45K 0.01%
+1,956
525
$44K 0.01%
+1,743
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