SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.11M
3
+$3.32M
4
CVX icon
Chevron
CVX
+$3.05M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.38M

Top Sells

1
+$6.53M
2
+$5.54M
3
+$3.49M
4
BP icon
BP
BP
+$3.02M
5
COP icon
ConocoPhillips
COP
+$2.76M

Sector Composition

1 Technology 14.62%
2 Financials 6.46%
3 Healthcare 4.89%
4 Communication Services 4.33%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.46M 0.31%
39,493
-70
102
$2.45M 0.31%
7,418
-45
103
$2.43M 0.31%
97,131
+36,420
104
$2.39M 0.3%
3,866
-840
105
$2.38M 0.3%
+82,590
106
$2.37M 0.3%
6,118
-33
107
$2.36M 0.3%
72,357
-268
108
$2.29M 0.29%
14,391
-205
109
$2.29M 0.29%
50,908
+15
110
$2.28M 0.29%
+12,645
111
$2.27M 0.29%
5,343
-131
112
$2.27M 0.28%
7,448
+2,020
113
$2.25M 0.28%
6,140
-18
114
$2.24M 0.28%
+60,672
115
$2.18M 0.27%
23,985
+894
116
$2.15M 0.27%
7,902
+28
117
$2.13M 0.27%
59,446
-5,271
118
$2.12M 0.27%
35,382
-199
119
$2.11M 0.27%
18,844
+3,496
120
$2.09M 0.26%
3,983
-20
121
$1.94M 0.24%
12,064
+170
122
$1.93M 0.24%
2,729
-22
123
$1.86M 0.23%
52,236
+29,809
124
$1.86M 0.23%
46,884
-5,938
125
$1.82M 0.23%
6,516
-394
3 4
5
6 7