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
1251
$3K ﹤0.01%
+241
1252
$3K ﹤0.01%
+33
1253
$3K ﹤0.01%
+40
1254
$3K ﹤0.01%
+75
1255
$3K ﹤0.01%
+42
1256
$3K ﹤0.01%
+28
1257
$3K ﹤0.01%
+59
1258
$3K ﹤0.01%
+171
1259
$3K ﹤0.01%
+36
1260
$3K ﹤0.01%
+45
1261
$3K ﹤0.01%
+53
1262
$3K ﹤0.01%
+60
1263
$3K ﹤0.01%
+53
1264
$3K ﹤0.01%
+72
1265
$3K ﹤0.01%
+85
1266
$3K ﹤0.01%
+15
1267
$3K ﹤0.01%
+90
1268
$3K ﹤0.01%
+50
1269
$3K ﹤0.01%
+63
1270
$3K ﹤0.01%
+59
1271
$3K ﹤0.01%
+83
1272
$3K ﹤0.01%
+64
1273
$3K ﹤0.01%
+86
1274
$3K ﹤0.01%
+134
1275
$3K ﹤0.01%
+73
49 50
51
52 53