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SIAG

Signet Investment Advisory Group Portfolio holdings

AUM $218M
1-Year Est. Return 18.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$519K
3
+$459K
4
KO icon
Coca-Cola
KO
+$420K
5
AMZN icon
Amazon
AMZN
+$336K

Top Sells

1
+$1.26M
2
+$1.22M
3
+$396K
4
JPM icon
JPMorgan Chase
JPM
+$207K
5
WMT icon
Walmart Inc
WMT
+$161K

Sector Composition

1 Technology 16.77%
2 Financials 13.79%
3 Healthcare 11.98%
4 Industrials 11.93%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 6.25%
178,734
+2,230
2
$12.1M 5.8%
518,544
-251
3
$9.31M 4.47%
345,313
+17,158
4
$7.89M 3.79%
15,236
-2,396
5
$7.59M 3.65%
29,814
-1,755
6
$7.14M 3.43%
22,632
-695
7
$6.8M 3.27%
65,988
-1,622
8
$6.71M 3.22%
13,353
+394
9
$5.64M 2.71%
16,507
-8
10
$5.61M 2.7%
82,009
+1,345
11
$5.43M 2.61%
29,289
+367
12
$5.28M 2.54%
148,656
+1,869
13
$5.25M 2.52%
26,438
+25
14
$5.04M 2.42%
66,760
+1,121
15
$4.8M 2.31%
19,709
+114
16
$4.57M 2.2%
94,596
+1,539
17
$4.5M 2.16%
20,371
+399
18
$4.47M 2.15%
18,114
+822
19
$4.45M 2.14%
15,810
-4,948
20
$3.97M 1.91%
25,855
+1,605
21
$3.77M 1.81%
21,826
+395
22
$3.76M 1.8%
10,648
+839
23
$3.74M 1.8%
146,879
+11,567
24
$3.57M 1.71%
8,803
-37
25
$3.39M 1.63%
4,439
+387
1
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