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
$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 Inc. Common Stock
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
$24K 0.02%
+800
155
$23K 0.02%
+300
156
$23K 0.02%
+322
157
$22K 0.02%
+253
158
$21K 0.02%
+500
159
$21K 0.02%
+1,500
160
$21K 0.02%
+1,000
161
$20K 0.02%
+1,500
162
$19K 0.02%
+1,500
163
$19K 0.02%
+50
164
$19K 0.02%
+365
165
$19K 0.02%
+300
166
$18K 0.01%
+1,500
167
$18K 0.01%
+325
168
$17K 0.01%
+70
169
$17K 0.01%
+200
170
$17K 0.01%
+400
171
$17K 0.01%
+310
172
$16K 0.01%
+484
173
$16K 0.01%
+120
174
$16K 0.01%
+500
175
$16K 0.01%
+725
5 6
7
8 9