S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$852M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,805
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.59M
3
+$2.21M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.05M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.87M

Top Sells

1
+$8.41M
2
+$5.54M
3
+$4.45M
4
BA icon
Boeing
BA
+$3.9M
5
AXS icon
AXIS Capital
AXS
+$2.45M

Sector Composition

1 Financials 6.08%
2 Technology 4.59%
3 Consumer Staples 4.59%
4 Industrials 3.99%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$192K 0.02%
+4,770
352
$190K 0.02%
+7,339
353
$189K 0.02%
+5,559
354
$186K 0.02%
2,367
-2,700
355
$186K 0.02%
+10,971
356
$185K 0.02%
+9,791
357
$185K 0.02%
+815
358
$185K 0.02%
+9,110
359
$185K 0.02%
+5,312
360
$183K 0.02%
+2,828
361
$183K 0.02%
+8,938
362
$183K 0.02%
3,227
-692
363
$182K 0.02%
+1,251
364
$182K 0.02%
+3,810
365
$182K 0.02%
+2,000
366
$181K 0.02%
+5,131
367
$181K 0.02%
+16,304
368
$180K 0.02%
+2,746
369
$180K 0.02%
+2,161
370
$178K 0.02%
24,584
+9,021
371
$178K 0.02%
+2,552
372
$177K 0.02%
+688
373
$176K 0.02%
+5,502
374
$175K 0.02%
+4,233
375
$172K 0.02%
+4,684
13 14
15
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