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
701
$30K ﹤0.01%
+1,214
702
$30K ﹤0.01%
+166
703
$30K ﹤0.01%
+300
704
$30K ﹤0.01%
+458
705
$30K ﹤0.01%
+309
706
$30K ﹤0.01%
+179
707
$30K ﹤0.01%
+1,175
708
$30K ﹤0.01%
+895
709
$30K ﹤0.01%
+1,128
710
$30K ﹤0.01%
+940
711
$29K ﹤0.01%
+174
712
$29K ﹤0.01%
+246
713
$29K ﹤0.01%
+2,370
714
$29K ﹤0.01%
+404
715
$29K ﹤0.01%
+542
716
$29K ﹤0.01%
+1,215
717
$29K ﹤0.01%
+739
718
$29K ﹤0.01%
+471
719
$29K ﹤0.01%
+91
720
$29K ﹤0.01%
+59
721
$29K ﹤0.01%
+331
722
$29K ﹤0.01%
+440
723
$28K ﹤0.01%
+201
724
$28K ﹤0.01%
+211
725
$28K ﹤0.01%
+322
27 28
29
30 31