SIAG

Signet Investment Advisory Group Portfolio holdings

AUM $208M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$381K
3
+$358K
4
UNH icon
UnitedHealth
UNH
+$346K
5
JNJ icon
Johnson & Johnson
JNJ
+$342K

Top Sells

1
+$1.58M
2
+$819K
3
+$654K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$535K
5
JPM icon
JPMorgan Chase
JPM
+$504K

Sector Composition

1 Technology 17.42%
2 Financials 12.79%
3 Healthcare 12.58%
4 Industrials 11.2%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1.6%
21,144
+2,068
27
$3.1M 1.56%
43,321
+733
28
$3.07M 1.55%
21,402
+464
29
$2.93M 1.48%
20,933
+475
30
$2.88M 1.45%
18,457
+1,910
31
$2.79M 1.4%
14,650
+137
32
$2.78M 1.4%
5,438
+745
33
$2.52M 1.27%
15,069
+430
34
$2.41M 1.22%
24,597
+668
35
$2.4M 1.21%
22,890
+615
36
$2.23M 1.12%
8,280
+106
37
$2.19M 1.1%
24,362
+2,385
38
$2.17M 1.09%
32,027
-2,420
39
$1.93M 0.97%
6,182
+7
40
$1.73M 0.87%
69,277
+367
41
$1.63M 0.82%
5,534
+49
42
$1.55M 0.78%
5,691
+366
43
$1.54M 0.78%
41,712
+59
44
$1.53M 0.77%
17,089
+41
45
$1.5M 0.76%
21,575
46
$1.5M 0.75%
53,480
+529
47
$1.38M 0.7%
1,464
+29
48
$1.23M 0.62%
2,744
+34
49
$1.06M 0.53%
17,694
+521
50
$913K 0.46%
1,632
1
2
3