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
1276
$3K ﹤0.01%
+55
1277
$3K ﹤0.01%
+70
1278
$3K ﹤0.01%
+18
1279
$3K ﹤0.01%
+26
1280
$3K ﹤0.01%
+46
1281
$2K ﹤0.01%
+17
1282
$2K ﹤0.01%
+11
1283
$2K ﹤0.01%
+35
1284
$2K ﹤0.01%
+238
1285
$2K ﹤0.01%
+65
1286
$2K ﹤0.01%
+50
1287
$2K ﹤0.01%
+195
1288
$2K ﹤0.01%
+25
1289
$2K ﹤0.01%
+44
1290
$2K ﹤0.01%
+3
1291
$2K ﹤0.01%
+100
1292
$2K ﹤0.01%
+52
1293
$2K ﹤0.01%
+50
1294
$2K ﹤0.01%
+7
1295
$2K ﹤0.01%
+41
1296
$2K ﹤0.01%
+1
1297
$2K ﹤0.01%
+28
1298
$2K ﹤0.01%
+12
1299
$2K ﹤0.01%
+57
1300
$2K ﹤0.01%
+34
50 51
52
53 54