SIAG
Signet Investment Advisory Group Portfolio holdings
AUM
$195M
This Quarter Return
+5.83%
1 Year Return
+14.85%
3 Year Return
+54.78%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+1.9%)
Cap. Flow
-$3.67M
Cap. Flow
% of AUM
-2.84%
Top 10 Holdings %
Top 10 Hldgs %
38.29%
Holding
217
New
4
Increased
31
Reduced
39
Closed
140
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$703K |
| 2 |
Digital Realty Trust
DLR
|
$653K |
| 3 |
Unilever
UL
|
$511K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$495K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$370K |
Top Sells
| 1 |
Southern Company
SO
|
$293K |
| 2 |
American Electric Power
AEP
|
$271K |
| 3 |
iShares Gold Trust
IAU
|
$235K |
| 4 |
Deere & Co
DE
|
$232K |
| 5 |
Automatic Data Processing
ADP
|
$185K |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 15.4% |
| 3 | Consumer Staples | 11.91% |
| 4 | Industrials | 10.64% |
| 5 | Financials | 9.47% |
