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
$155M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.15M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.02M
5
IQV icon
IQVIA
IQV
+$852K

Top Sells

1
+$757K
2
+$621K
3
+$505K
4
CPB icon
Campbell Soup
CPB
+$502K
5
AAPL icon
Apple
AAPL
+$451K

Sector Composition

1 Technology 19.04%
2 Healthcare 15.4%
3 Consumer Staples 10.72%
4 Industrials 9.85%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.64%
39,405
+13,068
52
$984K 0.63%
2,602
+1,139
53
$981K 0.63%
5,453
+503
54
$879K 0.57%
18,425
+685
55
$864K 0.56%
2,450
-500
56
$853K 0.55%
2,347
+1,442
57
$852K 0.55%
+3,517
58
$798K 0.51%
+2,296
59
$770K 0.5%
13,520
-10,899
60
$752K 0.48%
+2,059
61
$658K 0.42%
+24,100
62
$644K 0.41%
+5,556
63
$640K 0.41%
2,410
-275
64
$610K 0.39%
9,135
-290
65
$606K 0.39%
25,810
+10,570
66
$600K 0.39%
3,186
-165
67
$515K 0.33%
2,204
+848
68
$512K 0.33%
+2,749
69
$501K 0.32%
+2,520
70
$494K 0.32%
+3,138
71
$480K 0.31%
7,695
+3,770
72
$478K 0.31%
+13,988
73
$452K 0.29%
5,304
+465
74
$434K 0.28%
+16,966
75
$395K 0.25%
+2,643
1 2
3
4