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
1101
$7K ﹤0.01%
+300
1102
$7K ﹤0.01%
+15
1103
$7K ﹤0.01%
+208
1104
$7K ﹤0.01%
+200
1105
$7K ﹤0.01%
+150
1106
$7K ﹤0.01%
+479
1107
$7K ﹤0.01%
+246
1108
$7K ﹤0.01%
+449
1109
$7K ﹤0.01%
+58
1110
$7K ﹤0.01%
+47
1111
$7K ﹤0.01%
+125
1112
$7K ﹤0.01%
+195
1113
$7K ﹤0.01%
+396
1114
$7K ﹤0.01%
+76
1115
$7K ﹤0.01%
+175
1116
$6K ﹤0.01%
+69
1117
$6K ﹤0.01%
+202
1118
$6K ﹤0.01%
+111
1119
$6K ﹤0.01%
+71
1120
$6K ﹤0.01%
+76
1121
$6K ﹤0.01%
+84
1122
$6K ﹤0.01%
+280
1123
$6K ﹤0.01%
+111
1124
$6K ﹤0.01%
+372
1125
$6K ﹤0.01%
+181