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
$166M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$126K
3
+$118K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$82.7K
5
ADBE icon
Adobe
ADBE
+$71.1K

Top Sells

1
+$964K
2
+$893K
3
+$540K
4
LLY icon
Eli Lilly
LLY
+$530K
5
AXP icon
American Express
AXP
+$499K

Sector Composition

1 Technology 18.01%
2 Healthcare 15.89%
3 Consumer Staples 11.65%
4 Industrials 10.08%
5 Financials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.16%
820
-149
77
$239K 0.14%
1,475
78
$239K 0.14%
2,000
79
$214K 0.13%
1,540
-400
80
$208K 0.13%
+5,500
81
$202K 0.12%
4,900
-1,150
82
$126K 0.08%
+22,982
83
$21K 0.01%
10,000
84
$7K ﹤0.01%
400
-400
85
$6K ﹤0.01%
500
86
– –
-1,500
1 2 3
4