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
951
$15K ﹤0.01%
+624
952
$15K ﹤0.01%
+169
953
$15K ﹤0.01%
+72
954
$15K ﹤0.01%
+560
955
$15K ﹤0.01%
+302
956
$15K ﹤0.01%
+865
957
$15K ﹤0.01%
+528
958
$15K ﹤0.01%
+371
959
$15K ﹤0.01%
+357
960
$15K ﹤0.01%
+300
961
$15K ﹤0.01%
+124
962
$15K ﹤0.01%
+1,303
963
$14K ﹤0.01%
+400
964
$14K ﹤0.01%
+227
965
$14K ﹤0.01%
+308
966
$14K ﹤0.01%
+380
967
$14K ﹤0.01%
+537
968
$14K ﹤0.01%
+55
969
$14K ﹤0.01%
+300
970
$14K ﹤0.01%
+220
971
$14K ﹤0.01%
+8
972
$14K ﹤0.01%
+316
973
$14K ﹤0.01%
+163
974
$14K ﹤0.01%
+569
975
$14K ﹤0.01%
+450
37 38
39
40 41