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
1401
$1K ﹤0.01%
+200
1402
$1K ﹤0.01%
+120
1403
$1K ﹤0.01%
+31
1404
$1K ﹤0.01%
+47
1405
$1K ﹤0.01%
+32
1406
$1K ﹤0.01%
+16
1407
$1K ﹤0.01%
+46
1408
$1K ﹤0.01%
+28
1409
$1K ﹤0.01%
+20
1410
$1K ﹤0.01%
+32
1411
$1K ﹤0.01%
+73
1412
$1K ﹤0.01%
+47
1413
$1K ﹤0.01%
+70
1414
$1K ﹤0.01%
+34
1415
$1K ﹤0.01%
+32
1416
$1K ﹤0.01%
+6
1417
$1K ﹤0.01%
+25
1418
$1K ﹤0.01%
+25
1419
$1K ﹤0.01%
+18
1420
$1K ﹤0.01%
+15
1421
$1K ﹤0.01%
+30
1422
$1K ﹤0.01%
+55
1423
$1K ﹤0.01%
+4
1424
$1K ﹤0.01%
+79
1425
$1K ﹤0.01%
+58
55 56
57
58 59