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
1051
$10K ﹤0.01%
+200
1052
$10K ﹤0.01%
+77
1053
$10K ﹤0.01%
+650
1054
$10K ﹤0.01%
+481
1055
$10K ﹤0.01%
+415
1056
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+414
1057
$10K ﹤0.01%
+322
1058
$10K ﹤0.01%
+550
1059
$10K ﹤0.01%
+1,680
1060
$9K ﹤0.01%
+480
1061
$9K ﹤0.01%
+125
1062
$9K ﹤0.01%
+18
1063
$9K ﹤0.01%
+67
1064
$9K ﹤0.01%
+38
1065
$9K ﹤0.01%
+174
1066
$9K ﹤0.01%
+79
1067
$9K ﹤0.01%
+219
1068
$9K ﹤0.01%
+18
1069
$9K ﹤0.01%
+300
1070
$9K ﹤0.01%
+471
1071
$9K ﹤0.01%
+70
1072
$9K ﹤0.01%
+480
1073
$9K ﹤0.01%
+214
1074
$9K ﹤0.01%
+90
1075
$9K ﹤0.01%
+72
41 42
43
44 45