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
1226
$4K ﹤0.01%
+62
1227
$3K ﹤0.01%
+117
1228
$3K ﹤0.01%
+177
1229
$3K ﹤0.01%
+107
1230
$3K ﹤0.01%
+163
1231
$3K ﹤0.01%
+144
1232
$3K ﹤0.01%
+53
1233
$3K ﹤0.01%
+29
1234
$3K ﹤0.01%
+51
1235
$3K ﹤0.01%
+35
1236
$3K ﹤0.01%
+179
1237
$3K ﹤0.01%
+85
1238
$3K ﹤0.01%
+20
1239
$3K ﹤0.01%
+59
1240
$3K ﹤0.01%
+121
1241
$3K ﹤0.01%
+80
1242
$3K ﹤0.01%
+105
1243
$3K ﹤0.01%
+334
1244
$3K ﹤0.01%
+35
1245
$3K ﹤0.01%
+41
1246
$3K ﹤0.01%
+85
1247
$3K ﹤0.01%
+42
1248
$3K ﹤0.01%
+118
1249
$3K ﹤0.01%
+991
1250
$3K ﹤0.01%
+69
48 49
50
51 52