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
151
$26K 0.02%
+40
152
$25K 0.02%
+500
153
$25K 0.02%
+500
154
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+800
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$21K 0.02%
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159
$21K 0.02%
+1,500
160
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+1,000
161
$20K 0.02%
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162
$19K 0.02%
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163
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170
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172
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+500
175
$16K 0.01%
+725