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
201
$5K ﹤0.01%
+100
202
$5K ﹤0.01%
+40
203
$4K ﹤0.01%
+100
204
$2K ﹤0.01%
+50
205
$2K ﹤0.01%
+25
206
$2K ﹤0.01%
+35
207
$2K ﹤0.01%
+7
208
$2K ﹤0.01%
+113
209
$1K ﹤0.01%
+20
210
$1K ﹤0.01%
+100
211
$1K ﹤0.01%
+20
212
$1K ﹤0.01%
+10
213
$1K ﹤0.01%
+16