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
1001
$12K ﹤0.01%
+110
1002
$12K ﹤0.01%
+88
1003
$12K ﹤0.01%
+655
1004
$12K ﹤0.01%
+200
1005
$12K ﹤0.01%
+107
1006
$12K ﹤0.01%
+108
1007
$12K ﹤0.01%
+183
1008
$12K ﹤0.01%
+1,000
1009
$12K ﹤0.01%
+88
1010
$12K ﹤0.01%
+300
1011
$12K ﹤0.01%
+550
1012
$12K ﹤0.01%
+88
1013
$11K ﹤0.01%
+100
1014
$11K ﹤0.01%
+200
1015
$11K ﹤0.01%
+84
1016
$11K ﹤0.01%
+43
1017
$11K ﹤0.01%
+690
1018
$11K ﹤0.01%
+256
1019
$11K ﹤0.01%
+400
1020
$11K ﹤0.01%
+398
1021
$11K ﹤0.01%
+500
1022
$11K ﹤0.01%
+1,000
1023
$11K ﹤0.01%
+680
1024
$11K ﹤0.01%
+200
1025
$11K ﹤0.01%
+288
39 40
41
42 43