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
76
$123K 0.14%
+3,412
77
$119K 0.13%
+4,860
78
$118K 0.13%
+17,500
79
$117K 0.13%
+448
80
$109K 0.12%
+650
81
$107K 0.12%
+4,343
82
$103K 0.12%
+5,349
83
$102K 0.11%
+1,183
84
$101K 0.11%
+1,583
85
$93K 0.1%
+28,000
86
$92K 0.1%
+790
87
$89K 0.1%
+4,500
88
$88K 0.1%
+4,298
89
$78K 0.09%
+1,250
90
$76K 0.09%
+12,500
91
$69K 0.08%
+1,600
92
$62K 0.07%
+675
93
$61K 0.07%
+7,500
94
$59K 0.07%
+1,500
95
$58K 0.07%
+7,600
96
$58K 0.07%
+550
97
$57K 0.06%
+230
98
$57K 0.06%
+790
99
$56K 0.06%
+256
100
$56K 0.06%
+300
2 3
4
5 6