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
1126
$6K ﹤0.01%
+15
1127
$6K ﹤0.01%
+50
1128
$6K ﹤0.01%
+48
1129
$6K ﹤0.01%
+61
1130
$6K ﹤0.01%
+82
1131
$6K ﹤0.01%
+70
1132
$6K ﹤0.01%
+79
1133
$6K ﹤0.01%
+40
1134
$6K ﹤0.01%
+39
1135
$6K ﹤0.01%
+400
1136
$6K ﹤0.01%
+350
1137
$6K ﹤0.01%
+250
1138
$6K ﹤0.01%
+62
1139
$6K ﹤0.01%
+40
1140
$6K ﹤0.01%
+35
1141
$6K ﹤0.01%
+123
1142
$6K ﹤0.01%
+127
1143
$6K ﹤0.01%
+22
1144
– –
0
1145
$6K ﹤0.01%
+102
1146
$6K ﹤0.01%
+436
1147
$6K ﹤0.01%
+26
1148
$5K ﹤0.01%
+49
1149
$5K ﹤0.01%
+80
1150
$5K ﹤0.01%
+166
44 45
46
47 48