SIAG

Signet Investment Advisory Group Portfolio holdings

AUM $215M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
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
+$8.27M
2
+$6.48M
3
+$6.25M
4
MSFT icon
Microsoft
MSFT
+$6.11M
5
WMT icon
Walmart Inc
WMT
+$4.09M

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%
+16
210
$1K ﹤0.01%
+20
211
$1K ﹤0.01%
+100
212
$1K ﹤0.01%
+20
213
$1K ﹤0.01%
+10
5 6 7 8
9