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
751
$27K ﹤0.01%
+393
752
$27K ﹤0.01%
+156
753
$27K ﹤0.01%
+559
754
$27K ﹤0.01%
+195
755
$27K ﹤0.01%
+1,030
756
$26K ﹤0.01%
+168
757
$26K ﹤0.01%
+304
758
$26K ﹤0.01%
+275
759
$26K ﹤0.01%
+503
760
$26K ﹤0.01%
+283
761
$26K ﹤0.01%
+100
762
$26K ﹤0.01%
+126
763
$26K ﹤0.01%
+1,850
764
$26K ﹤0.01%
+679
765
$26K ﹤0.01%
+186
766
$26K ﹤0.01%
+74
767
$26K ﹤0.01%
+1,800
768
$26K ﹤0.01%
+447
769
$26K ﹤0.01%
+160
770
$26K ﹤0.01%
+228
771
$26K ﹤0.01%
+70
772
$26K ﹤0.01%
+463
773
$26K ﹤0.01%
+508
774
$26K ﹤0.01%
+226
775
$26K ﹤0.01%
+441
29 30
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32 33