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
526
$102K 0.01%
+989
527
$102K 0.01%
+6,061
528
$101K 0.01%
+500
529
$100K 0.01%
+1,598
530
$100K 0.01%
+689
531
$100K 0.01%
+3,136
532
$100K 0.01%
+1,002
533
$99K 0.01%
+370
534
$99K 0.01%
13,566
+1,980
535
$99K 0.01%
+152
536
$99K 0.01%
+2,687
537
$99K 0.01%
+4,832
538
$99K 0.01%
+2,434
539
$99K 0.01%
+1,524
540
$98K 0.01%
+977
541
$97K 0.01%
+860
542
$97K 0.01%
+1,005
543
$97K 0.01%
+650
544
$96K 0.01%
+2,752
545
$96K 0.01%
+1,572
546
$96K 0.01%
+1,877
547
$96K 0.01%
+462
548
$95K 0.01%
+644
549
$95K 0.01%
+2,986
550
$95K 0.01%
+1,482
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