SIAG

Signet Investment Advisory Group Portfolio holdings

AUM $208M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$823K
2 +$432K
3 +$267K
4
CVX icon
Chevron
CVX
+$236K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K

Top Sells

1 +$1.28M
2 +$555K
3 +$448K
4
PM icon
Philip Morris
PM
+$388K
5
CSX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-39
152
-5,814
153
-790
154
-500
155
-32
156
-891
157
-626
158
-300
159
-1,600
160
-650
161
-192
162
-1,250
163
-182
164
-150
165
-250
166
-600
167
-352
168
-604
169
-600
170
-300
171
-100
172
-250
173
-388
174
-50
175
-45