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
426
$138K 0.02%
1,175
-2,574
427
$138K 0.02%
+854
428
$138K 0.02%
+3,210
429
$137K 0.02%
+1,572
430
$137K 0.02%
+603
431
$136K 0.02%
+6,513
432
$134K 0.02%
+1,223
433
$134K 0.02%
+9,558
434
$133K 0.02%
+2,347
435
$133K 0.02%
+1,450
436
$133K 0.02%
+975
437
$133K 0.02%
+2,809
438
$133K 0.02%
+2,037
439
$132K 0.02%
+1,047
440
$132K 0.02%
+659
441
$132K 0.02%
+10,590
442
$131K 0.02%
+1,696
443
$131K 0.02%
+11,591
444
$131K 0.02%
+956
445
$131K 0.02%
+3,372
446
$131K 0.02%
+2,866
447
$131K 0.02%
+801
448
$130K 0.02%
+2,517
449
$130K 0.02%
+464
450
$129K 0.02%
+3,932
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