SIAG
Signet Investment Advisory Group Portfolio holdings
AUM
$195M
This Quarter Return
+11.49%
1 Year Return
+14.85%
3 Year Return
+54.78%
5 Year Return
–
10 Year Return
–
AUM
$94.1M
AUM Growth
+$94.1M
(+5.6%)
Cap. Flow
-$4M
Cap. Flow
% of AUM
-4.26%
Top 10 Holdings %
Top 10 Hldgs %
35.78%
Holding
203
New
2
Increased
37
Reduced
21
Closed
129
Top Buys
| 1 |
Boeing
BA
|
$823K |
| 2 |
Eaton
ETN
|
$432K |
| 3 |
Verizon
VZ
|
$267K |
| 4 |
Chevron
CVX
|
$236K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$235K |
Top Sells
| 1 |
Kraft Heinz
KHC
|
$1.28M |
| 2 |
Microsoft
MSFT
|
$555K |
| 3 |
Apple
AAPL
|
$448K |
| 4 |
Philip Morris
PM
|
$388K |
| 5 |
CSX Corp
CSX
|
$223K |
Sector Composition
| 1 | Technology | 21.38% |
| 2 | Healthcare | 16.56% |
| 3 | Consumer Staples | 12.79% |
| 4 | Industrials | 12.13% |
| 5 | Financials | 10.25% |
