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
676
$32K ﹤0.01%
+50
677
$32K ﹤0.01%
+175
678
$32K ﹤0.01%
+2,337
679
$31K ﹤0.01%
+578
680
$31K ﹤0.01%
+550
681
$31K ﹤0.01%
+425
682
$31K ﹤0.01%
+158
683
$31K ﹤0.01%
+641
684
$31K ﹤0.01%
+252
685
$31K ﹤0.01%
+45
686
$31K ﹤0.01%
+1,169
687
$31K ﹤0.01%
+2,640
688
$31K ﹤0.01%
+158
689
$31K ﹤0.01%
496
-17,327
690
$31K ﹤0.01%
+283
691
$31K ﹤0.01%
+550
692
$30K ﹤0.01%
+389
693
$30K ﹤0.01%
+331
694
$30K ﹤0.01%
+116
695
$30K ﹤0.01%
+629
696
$30K ﹤0.01%
+1,131
697
$30K ﹤0.01%
+348
698
$30K ﹤0.01%
+413
699
$30K ﹤0.01%
+519
700
$30K ﹤0.01%
+261
26 27
28
29 30