SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.11M
3
+$3.32M
4
CVX icon
Chevron
CVX
+$3.05M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.38M

Top Sells

1
+$6.53M
2
+$5.54M
3
+$3.49M
4
BP icon
BP
BP
+$3.02M
5
COP icon
ConocoPhillips
COP
+$2.76M

Sector Composition

1 Technology 14.62%
2 Financials 6.46%
3 Healthcare 4.89%
4 Communication Services 4.33%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.42M 0.43%
26,822
-132
77
$3.33M 0.42%
23,221
+21,276
78
$3.32M 0.42%
+32,016
79
$3.26M 0.41%
120,084
-43
80
$3.23M 0.41%
97,971
+68,605
81
$3.22M 0.4%
50,023
-146
82
$3.14M 0.39%
10,917
+22
83
$3.13M 0.39%
73,139
-2,182
84
$3.1M 0.39%
15,085
-290
85
$3.1M 0.39%
46,421
-434
86
$3.05M 0.38%
4,159
+19
87
$3.04M 0.38%
73,997
-771
88
$3M 0.38%
10,165
-366
89
$2.98M 0.37%
7,375
-84
90
$2.98M 0.37%
15,285
-1,071
91
$2.95M 0.37%
22,158
-1,745
92
$2.87M 0.36%
17,481
-361
93
$2.86M 0.36%
70,389
-17,646
94
$2.72M 0.34%
3,038
-158
95
$2.65M 0.33%
35,699
+77
96
$2.63M 0.33%
14,941
+50
97
$2.6M 0.33%
8,981
+159
98
$2.6M 0.33%
42,312
-188
99
$2.55M 0.32%
10,712
+98
100
$2.5M 0.31%
16,349
-968
2 3
4
5 6