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
651
$33K 0.01%
+124
652
$33K 0.01%
+1,118
653
$33K 0.01%
+694
654
$33K 0.01%
+58
655
$33K 0.01%
+166
656
$33K 0.01%
+467
657
$33K 0.01%
+1,500
658
$33K 0.01%
+350
659
$33K 0.01%
+492
660
$33K 0.01%
+365
661
$33K 0.01%
+130
662
$32K ﹤0.01%
+381
663
$32K ﹤0.01%
+193
664
$32K ﹤0.01%
+516
665
$32K ﹤0.01%
+179
666
$32K ﹤0.01%
+560
667
$32K ﹤0.01%
+250
668
$32K ﹤0.01%
+156
669
$32K ﹤0.01%
+263
670
$32K ﹤0.01%
+1,901
671
$32K ﹤0.01%
+388
672
$32K ﹤0.01%
+421
673
$32K ﹤0.01%
+329
674
$32K ﹤0.01%
+383
675
$32K ﹤0.01%
+347
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