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
1351
$2K ﹤0.01%
+60
1352
$2K ﹤0.01%
+40
1353
$2K ﹤0.01%
+4
1354
$2K ﹤0.01%
+63
1355
$2K ﹤0.01%
+42
1356
$2K ﹤0.01%
+9
1357
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+65
1358
$2K ﹤0.01%
+128
1359
$2K ﹤0.01%
+34
1360
$2K ﹤0.01%
+117
1361
$2K ﹤0.01%
+55
1362
$2K ﹤0.01%
+7
1363
$2K ﹤0.01%
+100
1364
$1K ﹤0.01%
+40
1365
$1K ﹤0.01%
+70
1366
$1K ﹤0.01%
+10
1367
$1K ﹤0.01%
+30
1368
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+11
1369
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+82
1370
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+16
1371
$1K ﹤0.01%
+4
1372
$1K ﹤0.01%
+25
1373
$1K ﹤0.01%
+80
1374
$1K ﹤0.01%
+27
1375
$1K ﹤0.01%
+30
53 54
55
56 57