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
601
$37K 0.01%
+694
602
$37K 0.01%
+790
603
$37K 0.01%
+608
604
$37K 0.01%
+2,334
605
$37K 0.01%
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606
$37K 0.01%
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607
$37K 0.01%
+2,244
608
$37K 0.01%
+2,180
609
$37K 0.01%
+274
610
$37K 0.01%
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611
$37K 0.01%
+1,889
612
$37K 0.01%
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613
$37K 0.01%
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614
$36K 0.01%
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615
$36K 0.01%
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616
$36K 0.01%
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617
$36K 0.01%
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618
$36K 0.01%
+426
619
$36K 0.01%
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620
$36K 0.01%
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621
$36K 0.01%
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622
$36K 0.01%
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623
$36K 0.01%
+1,403
624
$36K 0.01%
+1,468
625
$36K 0.01%
+456
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