SFS
Signator Financial Services Portfolio holdings
AUM
$102M
This Quarter Return
+2.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$93.1M
AUM Growth
–
Cap. Flow
+$93.1M
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
74.88%
Holding
301
New
297
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$28.2M |
| 2 |
Apple
AAPL
|
$19.5M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$9.78M |
| 4 |
Starbucks
SBUX
|
$3.56M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$2.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 43.27% |
| 2 | Technology | 22.72% |
| 3 | Consumer Discretionary | 5.18% |
| 4 | Industrials | 2.19% |
| 5 | Healthcare | 1.94% |
