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
376
$171K 0.02%
+1,245
377
$168K 0.02%
+2,635
378
$168K 0.02%
+3,780
379
$167K 0.02%
+9,012
380
$166K 0.02%
+1,128
381
$166K 0.02%
+2,644
382
$164K 0.02%
+4,500
383
$163K 0.02%
+3,922
384
$162K 0.02%
23,978
+5,225
385
$161K 0.02%
6,301
-2,460
386
$160K 0.02%
+6,217
387
$160K 0.02%
+1,605
388
$159K 0.02%
+983
389
$158K 0.02%
24,682
+12,090
390
$157K 0.02%
+8,436
391
$155K 0.02%
+4,050
392
$154K 0.02%
+14,508
393
$154K 0.02%
+1,432
394
$153K 0.02%
+1,185
395
$153K 0.02%
+998
396
$153K 0.02%
+2,092
397
$152K 0.02%
+3,465
398
$152K 0.02%
+3,892
399
$152K 0.02%
+4,404
400
$151K 0.02%
+4,275
14 15
16
17 18