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
$127M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$8.38M
2 +$7.15M
3 +$6.67M
4
MSFT icon
Microsoft
MSFT
+$6.32M
5
WMT icon
Walmart
WMT
+$4.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.14%
2 Healthcare 16.06%
3 Consumer Staples 12.08%
4 Industrials 10.11%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$171K 0.14%
+800
77
$158K 0.12%
+1,475
78
$157K 0.12%
+12,000
79
$155K 0.12%
+3,360
80
$150K 0.12%
+21,500
81
$144K 0.11%
+3,600
82
$142K 0.11%
+4,298
83
$141K 0.11%
+1,290
84
$125K 0.1%
+3,765
85
$124K 0.1%
+2,064
86
$117K 0.09%
+429
87
$116K 0.09%
+4,000
88
$115K 0.09%
+3,425
89
$101K 0.08%
+675
90
$99K 0.08%
+3,500
91
$93K 0.07%
+665
92
$93K 0.07%
+1,985
93
$91K 0.07%
+699
94
$89K 0.07%
+1,300
95
$89K 0.07%
+1,200
96
$87K 0.07%
+3,404
97
$84K 0.07%
+1,555
98
$77K 0.06%
+2,634
99
$76K 0.06%
+500
100
$74K 0.06%
+197