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
926
$16K ﹤0.01%
+23
927
$16K ﹤0.01%
+200
928
$16K ﹤0.01%
+2,291
929
$16K ﹤0.01%
+580
930
$16K ﹤0.01%
+43
931
$16K ﹤0.01%
+149
932
$16K ﹤0.01%
+1,178
933
$16K ﹤0.01%
+117
934
$16K ﹤0.01%
+308
935
$16K ﹤0.01%
+96
936
$16K ﹤0.01%
+673
937
$16K ﹤0.01%
+250
938
$16K ﹤0.01%
+317
939
$16K ﹤0.01%
+315
940
$16K ﹤0.01%
+535
941
$16K ﹤0.01%
+117
942
$16K ﹤0.01%
+350
943
$15K ﹤0.01%
+206
944
$15K ﹤0.01%
+644
945
$15K ﹤0.01%
+30
946
$15K ﹤0.01%
+43
947
$15K ﹤0.01%
+200
948
$15K ﹤0.01%
+249
949
$15K ﹤0.01%
+305
950
$15K ﹤0.01%
+85
36 37
38
39 40