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