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
1426
$1K ﹤0.01%
+475
1427
$1K ﹤0.01%
+10
1428
$1K ﹤0.01%
+73
1429
$1K ﹤0.01%
+75
1430
$1K ﹤0.01%
+23
1431
$1K ﹤0.01%
+7
1432
$1K ﹤0.01%
+21
1433
$1K ﹤0.01%
+79
1434
$0 ﹤0.01%
+5
1435
– –
0
1436
$0 ﹤0.01%
+5
1437
$0 ﹤0.01%
+10
1438
$0 ﹤0.01%
+20
1439
$0 ﹤0.01%
+7
1440
– –
0
1441
$0 ﹤0.01%
+6
1442
$0 ﹤0.01%
+14
1443
$0 ﹤0.01%
+12
1444
$0 ﹤0.01%
+6
1445
$0 ﹤0.01%
+4
1446
$0 ﹤0.01%
+10
1447
$0 ﹤0.01%
+9
1448
– –
-42,712
1449
$0 ﹤0.01%
+4
1450
– –
-92,463
55 56 57
58
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