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
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$211K
3 +$143K
4
MDT icon
Medtronic
MDT
+$93.4K
5
DLR icon
Digital Realty Trust
DLR
+$79.1K

Top Sells

1 +$3.19M
2 +$1.9M
3 +$939K
4
ADP icon
Automatic Data Processing
ADP
+$523K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$328K

Sector Composition

1 Healthcare 17.76%
2 Technology 15.91%
3 Consumer Staples 12.77%
4 Financials 9.97%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-62,876