SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
1301
$2K ﹤0.01%
+28
1302
$2K ﹤0.01%
+12
1303
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+57
1304
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+34
1305
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+47
1306
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1307
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+56
1308
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+14
1309
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+51
1310
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+42
1311
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+100
1312
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+330
1313
$2K ﹤0.01%
+85
1314
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+112
1315
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+115
1316
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+48
1317
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+32
1318
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+31
1319
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+31
1320
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+97
1321
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+109
1322
$2K ﹤0.01%
+7
1323
$2K ﹤0.01%
+13
1324
$2K ﹤0.01%
+8
1325
$2K ﹤0.01%
+17
51 52
53
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