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
1026
$11K ﹤0.01%
+140
1027
$11K ﹤0.01%
+285
1028
$11K ﹤0.01%
+50
1029
$11K ﹤0.01%
+96
1030
$11K ﹤0.01%
+456
1031
$11K ﹤0.01%
+48
1032
$11K ﹤0.01%
+300
1033
$11K ﹤0.01%
+149
1034
$11K ﹤0.01%
+127
1035
$10K ﹤0.01%
+120
1036
$10K ﹤0.01%
+162
1037
$10K ﹤0.01%
+56
1038
$10K ﹤0.01%
+8
1039
$10K ﹤0.01%
+400
1040
$10K ﹤0.01%
+140
1041
$10K ﹤0.01%
+200
1042
$10K ﹤0.01%
+387
1043
$10K ﹤0.01%
+64
1044
$10K ﹤0.01%
+39
1045
$10K ﹤0.01%
+102
1046
$10K ﹤0.01%
+270
1047
$10K ﹤0.01%
+129
1048
$10K ﹤0.01%
+350
1049
$10K ﹤0.01%
+147
1050
$10K ﹤0.01%
+200
40 41
42
43 44