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
876
$20K ﹤0.01%
+325
877
$20K ﹤0.01%
+800
878
$20K ﹤0.01%
+196
879
$20K ﹤0.01%
+205
880
$20K ﹤0.01%
+300
881
$20K ﹤0.01%
+235
882
$20K ﹤0.01%
+96
883
$19K ﹤0.01%
+408
884
$19K ﹤0.01%
+430
885
$19K ﹤0.01%
+203
886
$19K ﹤0.01%
+226
887
$19K ﹤0.01%
+93
888
$19K ﹤0.01%
+744
889
$19K ﹤0.01%
+1,015
890
$19K ﹤0.01%
+272
891
$19K ﹤0.01%
+405
892
$19K ﹤0.01%
+450
893
$19K ﹤0.01%
+474
894
$19K ﹤0.01%
+500
895
$19K ﹤0.01%
+263
896
$19K ﹤0.01%
+131
897
$19K ﹤0.01%
+97
898
$19K ﹤0.01%
+170
899
$19K ﹤0.01%
+690
900
$19K ﹤0.01%
+109
34 35
36
37 38