S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$2.91M
2
+$2.67M
3
+$2.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.22M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

1
+$8.7M
2
+$5.98M
3
+$4.91M
4
BA icon
Boeing
BA
+$4.02M
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
551
$95K 0.01%
+2,400
552
$95K 0.01%
+3,988
553
$95K 0.01%
+650
554
$94K 0.01%
16,021
-10
555
$94K 0.01%
+1,570
556
$94K 0.01%
+1,186
557
$93K 0.01%
+1,517
558
$93K 0.01%
+2,936
559
$93K 0.01%
+1,081
560
$93K 0.01%
578
-3,649
561
$93K 0.01%
+2,114
562
$93K 0.01%
+1,338
563
$92K 0.01%
16,630
+4,036
564
$92K 0.01%
+1,361
565
$92K 0.01%
+2,636
566
$91K 0.01%
+1,680
567
$91K 0.01%
+1,852
568
$91K 0.01%
+439
569
$91K 0.01%
+588
570
$90K 0.01%
+524
571
$90K 0.01%
+2,154
572
$90K 0.01%
+449
573
$90K 0.01%
+1,362
574
$90K 0.01%
1,470
-5,081
575
$89K 0.01%
+2,445
21 22
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