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
851
$21K ﹤0.01%
+854
852
$21K ﹤0.01%
+129
853
$21K ﹤0.01%
+623
854
$21K ﹤0.01%
+52
855
$21K ﹤0.01%
+201
856
$21K ﹤0.01%
+115
857
$21K ﹤0.01%
+102
858
$21K ﹤0.01%
+480
859
$21K ﹤0.01%
+176
860
$21K ﹤0.01%
+93
861
$21K ﹤0.01%
+675
862
$21K ﹤0.01%
+53
863
$21K ﹤0.01%
+66
864
$21K ﹤0.01%
+634
865
$20K ﹤0.01%
+589
866
$20K ﹤0.01%
+465
867
$20K ﹤0.01%
+400
868
$20K ﹤0.01%
+610
869
$20K ﹤0.01%
+392
870
$20K ﹤0.01%
+169
871
$20K ﹤0.01%
+67
872
$20K ﹤0.01%
+76
873
$20K ﹤0.01%
+248
874
$20K ﹤0.01%
+256
875
$20K ﹤0.01%
+232
33 34
35
36 37