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
551
$41K 0.01%
+560
552
$41K 0.01%
+1,362
553
$41K 0.01%
+859
554
$41K 0.01%
+177
555
$41K 0.01%
+139
556
$41K 0.01%
+775
557
$41K 0.01%
+2,166
558
$40K 0.01%
+339
559
$40K 0.01%
+388
560
$40K 0.01%
+665
561
$40K 0.01%
+1,212
562
$40K 0.01%
+908
563
$40K 0.01%
+373
564
$40K 0.01%
+340
565
$40K 0.01%
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566
$40K 0.01%
+377
567
$40K 0.01%
+242
568
$40K 0.01%
+749
569
$40K 0.01%
+306
570
$39K 0.01%
+1,195
571
$39K 0.01%
+937
572
$39K 0.01%
+2,415
573
$39K 0.01%
+369
574
$39K 0.01%
+2,096
575
$39K 0.01%
+564
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