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
1201
$4K ﹤0.01%
+100
1202
$4K ﹤0.01%
+226
1203
$4K ﹤0.01%
+269
1204
$4K ﹤0.01%
+365
1205
$4K ﹤0.01%
+139
1206
$4K ﹤0.01%
+24
1207
$4K ﹤0.01%
+133
1208
$4K ﹤0.01%
+50
1209
$4K ﹤0.01%
+95
1210
$4K ﹤0.01%
+23
1211
$4K ﹤0.01%
+149
1212
$4K ﹤0.01%
+31
1213
$4K ﹤0.01%
+132
1214
$4K ﹤0.01%
+56
1215
$4K ﹤0.01%
+194
1216
$4K ﹤0.01%
+73
1217
$4K ﹤0.01%
+100
1218
$4K ﹤0.01%
+253
1219
$4K ﹤0.01%
+85
1220
$4K ﹤0.01%
+200
1221
$4K ﹤0.01%
+84
1222
$4K ﹤0.01%
+22
1223
$4K ﹤0.01%
+117
1224
$4K ﹤0.01%
+105
1225
$4K ﹤0.01%
+33
47 48
49
50 51