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
1176
$5K ﹤0.01%
+262
1177
$5K ﹤0.01%
+110
1178
$5K ﹤0.01%
+109
1179
$5K ﹤0.01%
+400
1180
$5K ﹤0.01%
+2
1181
$5K ﹤0.01%
+69
1182
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+150
1183
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+35
1184
$5K ﹤0.01%
+131
1185
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+58
1186
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+180
1187
$5K ﹤0.01%
+135
1188
$5K ﹤0.01%
+110
1189
$5K ﹤0.01%
+368
1190
$4K ﹤0.01%
+170
1191
$4K ﹤0.01%
+94
1192
$4K ﹤0.01%
+91
1193
$4K ﹤0.01%
+545
1194
$4K ﹤0.01%
+172
1195
$4K ﹤0.01%
+150
1196
$4K ﹤0.01%
+30
1197
$4K ﹤0.01%
+160
1198
$4K ﹤0.01%
+49
1199
$4K ﹤0.01%
+17
1200
$4K ﹤0.01%
+88
46 47
48
49 50