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
626
$35K 0.01%
+799
627
$35K 0.01%
+666
628
$35K 0.01%
+319
629
$35K 0.01%
+334
630
$35K 0.01%
+181
631
$35K 0.01%
+1,104
632
$35K 0.01%
+2,207
633
$35K 0.01%
+2,199
634
$35K 0.01%
+1,411
635
$35K 0.01%
+750
636
$34K 0.01%
+128
637
$34K 0.01%
+687
638
$34K 0.01%
+1,316
639
$34K 0.01%
+195
640
$34K 0.01%
+90
641
$34K 0.01%
+145
642
$34K 0.01%
+1,344
643
$34K 0.01%
+398
644
$34K 0.01%
+444
645
$34K 0.01%
+717
646
$33K 0.01%
+327
647
$33K 0.01%
+136
648
$33K 0.01%
+500
649
$33K 0.01%
+112
650
$33K 0.01%
+1,100
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