SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.11M
3
+$3.32M
4
CVX icon
Chevron
CVX
+$3.05M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.38M

Top Sells

1
+$6.53M
2
+$5.54M
3
+$3.49M
4
BP icon
BP
BP
+$3.02M
5
COP icon
ConocoPhillips
COP
+$2.76M

Sector Composition

1 Technology 14.62%
2 Financials 6.46%
3 Healthcare 4.89%
4 Communication Services 4.33%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.6%
37,512
+1,088
52
$4.61M 0.58%
25,207
+5,139
53
$4.57M 0.57%
57,100
-23
54
$4.52M 0.57%
90,057
-1,516
55
$4.47M 0.56%
53,603
-1,543
56
$4.46M 0.56%
65,369
+8,225
57
$4.41M 0.55%
141,807
-11,184
58
$4.36M 0.55%
25,852
-12
59
$4.3M 0.54%
73,119
-3,608
60
$4.17M 0.52%
130,438
-1,608
61
$4.14M 0.52%
52,193
-3,202
62
$4.13M 0.52%
7,746
+84
63
$4.13M 0.52%
43,130
+71
64
$3.9M 0.49%
30,716
-16
65
$3.89M 0.49%
61,201
+31,118
66
$3.79M 0.48%
34,424
-152
67
$3.75M 0.47%
127,466
-11,655
68
$3.74M 0.47%
39,088
+3,401
69
$3.73M 0.47%
13,114
-446
70
$3.66M 0.46%
23,176
-48
71
$3.61M 0.45%
19,132
-450
72
$3.56M 0.45%
35,521
-430
73
$3.55M 0.45%
69,702
-3,163
74
$3.47M 0.44%
28,970
-322
75
$3.46M 0.44%
97,069
-1,679
1 2
3
4 5