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
51
$759K 0.59%
3,586
+644
52
$757K 0.59%
16,004
-355
53
$747K 0.58%
5,307
+4,642
54
$721K 0.56%
2,685
-195
55
$640K 0.5%
26,337
+6,762
56
$608K 0.47%
3,351
-27
57
$595K 0.46%
9,425
+485
58
$549K 0.43%
9,835
+9,160
59
$541K 0.42%
1,463
+888
60
$532K 0.41%
4,501
+688
61
$505K 0.39%
12,920
-3,190
62
$502K 0.39%
9,980
-875
63
$495K 0.38%
+30,942
64
$452K 0.35%
1,950
-50
65
$374K 0.29%
4,839
-546
66
$370K 0.29%
+15,240
67
$360K 0.28%
7,981
68
$342K 0.27%
8,710
-1,255
69
$320K 0.25%
5,732
-899
70
$311K 0.24%
8,050
-100
71
$309K 0.24%
1,356
+37
72
$305K 0.24%
2,960
-200
73
$293K 0.23%
+905
74
$260K 0.2%
794
+75
75
$230K 0.18%
3,925
+893
1 2
3
4 5