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
801
$24K ﹤0.01%
+94
802
$24K ﹤0.01%
+424
803
$24K ﹤0.01%
+215
804
$24K ﹤0.01%
+842
805
$24K ﹤0.01%
+286
806
$24K ﹤0.01%
+821
807
$24K ﹤0.01%
+712
808
$23K ﹤0.01%
+408
809
$23K ﹤0.01%
+3,025
810
$23K ﹤0.01%
+108
811
$23K ﹤0.01%
+84
812
$23K ﹤0.01%
+170
813
$23K ﹤0.01%
+254
814
$23K ﹤0.01%
+204
815
$23K ﹤0.01%
+557
816
$23K ﹤0.01%
+238
817
$23K ﹤0.01%
+524
818
$23K ﹤0.01%
+662
819
$23K ﹤0.01%
+747
820
$23K ﹤0.01%
+224
821
$23K ﹤0.01%
+627
822
$23K ﹤0.01%
+251
823
$23K ﹤0.01%
+950
824
$23K ﹤0.01%
+883
825
$23K ﹤0.01%
+1,049
31 32
33
34 35