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
476
$117K 0.01%
+8,564
477
$116K 0.01%
+2,831
478
$116K 0.01%
+3,275
479
$116K 0.01%
+5,000
480
$116K 0.01%
+2,184
481
$116K 0.01%
+8,800
482
$115K 0.01%
+2,607
483
$115K 0.01%
+688
484
$115K 0.01%
+2,020
485
$114K 0.01%
+2,342
486
$114K 0.01%
+1,690
487
$113K 0.01%
+1,833
488
$112K 0.01%
+2,586
489
$112K 0.01%
+1,611
490
$112K 0.01%
+1,005
491
$112K 0.01%
+1,656
492
$111K 0.01%
+8,744
493
$111K 0.01%
+3,127
494
$111K 0.01%
+193
495
$111K 0.01%
+3,043
496
$111K 0.01%
+593
497
$111K 0.01%
+1,030
498
$111K 0.01%
+135
499
$110K 0.01%
+4,782
500
$109K 0.01%
+4,013
18 19
20
21 22