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
501
$109K 0.01%
774
-2,633
502
$107K 0.01%
+4,279
503
$107K 0.01%
+3,146
504
$107K 0.01%
+722
505
$106K 0.01%
+2,111
506
$106K 0.01%
+1,802
507
$106K 0.01%
+1,738
508
$106K 0.01%
+3,601
509
$106K 0.01%
+852
510
$106K 0.01%
+866
511
$105K 0.01%
+2,519
512
$105K 0.01%
+983
513
$105K 0.01%
+5,656
514
$105K 0.01%
+548
515
$105K 0.01%
+2,465
516
$105K 0.01%
+520
517
$104K 0.01%
1,728
-2,448
518
$104K 0.01%
+1,796
519
$104K 0.01%
2,975
-13
520
$103K 0.01%
+2,263
521
$103K 0.01%
+2,205
522
$102K 0.01%
+1,070
523
$102K 0.01%
+1,606
524
$102K 0.01%
+930
525
$102K 0.01%
+7,881
19 20
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