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
826
$23K ﹤0.01%
+140
827
$23K ﹤0.01%
+431
828
$23K ﹤0.01%
+231
829
$23K ﹤0.01%
+373
830
$23K ﹤0.01%
+39
831
$22K ﹤0.01%
+56
832
$22K ﹤0.01%
+1,535
833
$22K ﹤0.01%
+591
834
$22K ﹤0.01%
+435
835
$22K ﹤0.01%
+200
836
$22K ﹤0.01%
+702
837
$22K ﹤0.01%
+448
838
$22K ﹤0.01%
+403
839
$22K ﹤0.01%
+145
840
$22K ﹤0.01%
+672
841
$22K ﹤0.01%
+432
842
$22K ﹤0.01%
+1,433
843
$21K ﹤0.01%
+258
844
$21K ﹤0.01%
+208
845
$21K ﹤0.01%
+214
846
$21K ﹤0.01%
+316
847
$21K ﹤0.01%
+303
848
$21K ﹤0.01%
+805
849
$21K ﹤0.01%
+221
850
$21K ﹤0.01%
+138
32 33
34
35 36