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
726
$28K ﹤0.01%
+998
727
$28K ﹤0.01%
+411
728
$28K ﹤0.01%
+555
729
$28K ﹤0.01%
+536
730
$28K ﹤0.01%
+555
731
$28K ﹤0.01%
+200
732
$28K ﹤0.01%
+509
733
$28K ﹤0.01%
+179
734
$28K ﹤0.01%
+181
735
$28K ﹤0.01%
+128
736
$28K ﹤0.01%
+239
737
$28K ﹤0.01%
+1,252
738
$28K ﹤0.01%
+60
739
$28K ﹤0.01%
+380
740
$28K ﹤0.01%
+114
741
$28K ﹤0.01%
+754
742
$27K ﹤0.01%
+300
743
$27K ﹤0.01%
+709
744
$27K ﹤0.01%
+750
745
$27K ﹤0.01%
+862
746
$27K ﹤0.01%
+640
747
$27K ﹤0.01%
+358
748
$27K ﹤0.01%
+248
749
$27K ﹤0.01%
+1,686
750
$27K ﹤0.01%
+777
28 29
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