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
526
$44K 0.01%
+978
527
$44K 0.01%
+267
528
$44K 0.01%
+500
529
$44K 0.01%
+201
530
$44K 0.01%
+2,646
531
$43K 0.01%
+2,014
532
$43K 0.01%
857
-4,235
533
$43K 0.01%
+1,479
534
$43K 0.01%
+256
535
$43K 0.01%
+1,186
536
$43K 0.01%
+450
537
$42K 0.01%
+452
538
$42K 0.01%
+388
539
$42K 0.01%
+706
540
$42K 0.01%
+2,015
541
$42K 0.01%
+325
542
$42K 0.01%
+3,621
543
$42K 0.01%
+850
544
$42K 0.01%
+521
545
$42K 0.01%
+358
546
$42K 0.01%
+1,296
547
$42K 0.01%
+228
548
$41K 0.01%
+433
549
$41K 0.01%
+201
550
$41K 0.01%
+955
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