SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.11M
3
+$3.32M
4
CVX icon
Chevron
CVX
+$3.05M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.38M

Top Sells

1
+$6.53M
2
+$5.54M
3
+$3.49M
4
BP icon
BP
BP
+$3.02M
5
COP icon
ConocoPhillips
COP
+$2.76M

Sector Composition

1 Technology 14.62%
2 Financials 6.46%
3 Healthcare 4.89%
4 Communication Services 4.33%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.82M 0.23%
14,094
-24
127
$1.79M 0.22%
16,478
+539
128
$1.77M 0.22%
5,944
-58
129
$1.73M 0.22%
9,813
+87
130
$1.71M 0.22%
19,491
+638
131
$1.68M 0.21%
21,065
-671
132
$1.67M 0.21%
31,851
+421
133
$1.64M 0.21%
9,478
+832
134
$1.61M 0.2%
29,663
+6,793
135
$1.6M 0.2%
7,262
+364
136
$1.6M 0.2%
5,490
-266
137
$1.59M 0.2%
31,536
-129,843
138
$1.56M 0.2%
23,228
-1,431
139
$1.53M 0.19%
14,039
-1,211
140
$1.52M 0.19%
16,037
+1,081
141
$1.52M 0.19%
15,110
-1,980
142
$1.51M 0.19%
23,448
+4,321
143
$1.49M 0.19%
10,114
+313
144
$1.41M 0.18%
20,285
-34
145
$1.37M 0.17%
32,268
+10,419
146
$1.35M 0.17%
12,418
+334
147
$1.3M 0.16%
27,140
+4,009
148
$1.29M 0.16%
24,515
-379
149
$1.28M 0.16%
11,416
+1,834
150
$1.26M 0.16%
12,963
+1,541
4 5
6
7 8