SIAG

Signet Investment Advisory Group Portfolio holdings

AUM $195M
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$3.57M
5
WMT icon
Walmart
WMT
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.01%
2 Healthcare 17.13%
3 Consumer Staples 14.32%
4 Financials 10.75%
5 Industrials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.55%
+7,775
27
$1.38M 1.55%
+14,460
28
$1.28M 1.44%
+29,787
29
$1.24M 1.39%
+26,228
30
$1.08M 1.22%
+23,010
31
$1.03M 1.16%
+15,766
32
$1.01M 1.14%
+26,090
33
$1.01M 1.13%
+9,278
34
$1.01M 1.13%
+17,320
35
$993K 1.11%
+9,141
36
$921K 1.03%
+40,000
37
$823K 0.92%
+16,670
38
$810K 0.91%
+12,577
39
$706K 0.79%
+6,394
40
$692K 0.78%
+3,400
41
$611K 0.69%
+3,967
42
$590K 0.66%
+14,224
43
$565K 0.63%
+3,595
44
$539K 0.6%
+3,615
45
$485K 0.54%
+3,682
46
$481K 0.54%
+2,127
47
$480K 0.54%
+3,210
48
$438K 0.49%
+12,878
49
$403K 0.45%
+6,022
50
$395K 0.44%
+11,985
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