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
401
$151K 0.02%
+761
402
$150K 0.02%
+12,374
403
$149K 0.02%
+2,257
404
$148K 0.02%
8,355
-2,895
405
$148K 0.02%
+8,985
406
$148K 0.02%
524
-892
407
$147K 0.02%
+5,564
408
$147K 0.02%
+1,800
409
$147K 0.02%
+8,352
410
$147K 0.02%
+9,548
411
$147K 0.02%
+1,017
412
$146K 0.02%
+6,984
413
$145K 0.02%
+1,702
414
$145K 0.02%
18,295
+211
415
$144K 0.02%
+2,516
416
$143K 0.02%
+3,025
417
$143K 0.02%
+1,993
418
$142K 0.02%
+2,247
419
$142K 0.02%
+1,954
420
$142K 0.02%
+4,188
421
$141K 0.02%
+6,193
422
$141K 0.02%
+810
423
$141K 0.02%
4,679
-673
424
$140K 0.02%
5,037
-1,292
425
$139K 0.02%
+2,200
15 16
17
18 19