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
$129M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$653K
3
+$511K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$495K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$370K

Top Sells

1
+$293K
2
+$271K
3
+$235K
4
DE icon
Deere & Co
DE
+$232K
5
ADP icon
Automatic Data Processing
ADP
+$185K

Sector Composition

1 Technology 20.02%
2 Healthcare 15.4%
3 Consumer Staples 11.91%
4 Industrials 10.64%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.48%
15,017
+518
27
$1.83M 1.42%
34,688
+130
28
$1.51M 1.17%
6,067
-332
29
$1.48M 1.15%
10,464
+1,630
30
$1.47M 1.14%
5,742
-60
31
$1.46M 1.13%
11,618
-496
32
$1.37M 1.06%
22,283
+268
33
$1.36M 1.05%
6,069
-258
34
$1.35M 1.05%
24,419
-2,566
35
$1.35M 1.04%
40,000
36
$1.29M 1%
19,764
+75
37
$1.28M 0.99%
12,203
-65
38
$1.21M 0.94%
6,540
-34
39
$1.18M 0.92%
8,540
+510
40
$1.12M 0.87%
14,818
+9,295
41
$1.1M 0.86%
2,950
-620
42
$1.1M 0.85%
7,120
-20
43
$1.05M 0.81%
19,431
+885
44
$981K 0.76%
8,976
-1,075
45
$955K 0.74%
4,950
+145
46
$929K 0.72%
2,637
-205
47
$920K 0.71%
5,709
+260
48
$908K 0.7%
17,740
-525
49
$871K 0.68%
1,832
+141
50
$774K 0.6%
47,704
+15,056
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