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
101
$70K 0.06%
+150
102
$69K 0.05%
+10,000
103
$67K 0.05%
+310
104
$66K 0.05%
+500
105
$66K 0.05%
+7,500
106
$64K 0.05%
+3,110
107
$63K 0.05%
+3,240
108
$59K 0.05%
+750
109
$55K 0.04%
+1,480
110
$55K 0.04%
+600
111
$54K 0.04%
+392
112
$54K 0.04%
+150
113
$53K 0.04%
+225
114
$53K 0.04%
+766
115
$52K 0.04%
+625
116
$51K 0.04%
+540
117
$51K 0.04%
+600
118
$50K 0.04%
+205
119
$49K 0.04%
+2,271
120
$48K 0.04%
+1,500
121
$48K 0.04%
+557
122
$45K 0.04%
+3,000
123
$43K 0.03%
+200
124
$42K 0.03%
+260
125
$41K 0.03%
+255