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
776
$26K ﹤0.01%
+979
777
$25K ﹤0.01%
+1,024
778
$25K ﹤0.01%
+284
779
$25K ﹤0.01%
+878
780
$25K ﹤0.01%
+151
781
$25K ﹤0.01%
+468
782
$25K ﹤0.01%
+71
783
$25K ﹤0.01%
665
-5,000
784
$25K ﹤0.01%
+208
785
$25K ﹤0.01%
+275
786
$25K ﹤0.01%
+185
787
$25K ﹤0.01%
+2,464
788
$25K ﹤0.01%
+130
789
$25K ﹤0.01%
+366
790
$24K ﹤0.01%
+370
791
$24K ﹤0.01%
+411
792
$24K ﹤0.01%
+1,387
793
$24K ﹤0.01%
+156
794
$24K ﹤0.01%
+415
795
$24K ﹤0.01%
+1,179
796
$24K ﹤0.01%
+142
797
$24K ﹤0.01%
+45
798
$24K ﹤0.01%
+1,757
799
$24K ﹤0.01%
+301
800
$24K ﹤0.01%
+135
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