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
976
$14K ﹤0.01%
62
-1,109
977
$14K ﹤0.01%
+200
978
$14K ﹤0.01%
+800
979
$13K ﹤0.01%
+114
980
$13K ﹤0.01%
+294
981
$13K ﹤0.01%
+167
982
$13K ﹤0.01%
+120
983
$13K ﹤0.01%
+82
984
$13K ﹤0.01%
+75
985
$13K ﹤0.01%
+109
986
$13K ﹤0.01%
+147
987
$13K ﹤0.01%
+432
988
$13K ﹤0.01%
+404
989
$13K ﹤0.01%
+164
990
$13K ﹤0.01%
+277
991
$13K ﹤0.01%
+3,153
992
$13K ﹤0.01%
+400
993
$13K ﹤0.01%
+97
994
$13K ﹤0.01%
+118
995
$13K ﹤0.01%
+500
996
$13K ﹤0.01%
+91
997
$13K ﹤0.01%
+303
998
$13K ﹤0.01%
+55
999
$13K ﹤0.01%
+300
1000
$12K ﹤0.01%
+90
38 39
40
41 42