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
1326
$2K ﹤0.01%
+87
1327
$2K ﹤0.01%
+42
1328
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+99
1329
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+128
1330
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+29
1331
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+45
1332
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+20
1333
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+135
1334
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+46
1335
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+21
1336
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+36
1337
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+29
1338
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+145
1339
$2K ﹤0.01%
+50
1340
$2K ﹤0.01%
+5
1341
$2K ﹤0.01%
+49
1342
$2K ﹤0.01%
+155
1343
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+100
1344
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+85
1345
$2K ﹤0.01%
+32
1346
$2K ﹤0.01%
+25
1347
$2K ﹤0.01%
+30
1348
$2K ﹤0.01%
+82
1349
$2K ﹤0.01%
+27
1350
$2K ﹤0.01%
+21
52 53
54
55 56