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
901
$18K ﹤0.01%
+439
902
$18K ﹤0.01%
+469
903
$18K ﹤0.01%
+202
904
$18K ﹤0.01%
+200
905
$18K ﹤0.01%
+517
906
$18K ﹤0.01%
+217
907
$18K ﹤0.01%
+124
908
$18K ﹤0.01%
+86
909
$18K ﹤0.01%
+300
910
$18K ﹤0.01%
+97
911
$17K ﹤0.01%
+600
912
$17K ﹤0.01%
+76
913
$17K ﹤0.01%
+40
914
$17K ﹤0.01%
+284
915
$17K ﹤0.01%
+155
916
$17K ﹤0.01%
+120
917
$17K ﹤0.01%
+474
918
$17K ﹤0.01%
+535
919
$17K ﹤0.01%
+500
920
$17K ﹤0.01%
+1,414
921
$17K ﹤0.01%
+390
922
$17K ﹤0.01%
+300
923
$17K ﹤0.01%
+67
924
$17K ﹤0.01%
+44
925
$17K ﹤0.01%
+212
35 36
37
38 39