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
576
$89K 0.01%
+2,512
577
$89K 0.01%
+3,089
578
$89K 0.01%
+2,252
579
$89K 0.01%
+1,397
580
$89K 0.01%
+2,445
581
$88K 0.01%
+1,031
582
$88K 0.01%
+633
583
$87K 0.01%
+2,352
584
$86K 0.01%
+1,379
585
$86K 0.01%
+714
586
$86K 0.01%
15,792
+5,306
587
$86K 0.01%
+2,128
588
$86K 0.01%
+2,952
589
$85K 0.01%
+368
590
$85K 0.01%
+533
591
$83K 0.01%
+739
592
$83K 0.01%
+2,943
593
$83K 0.01%
+1,604
594
$83K 0.01%
+1,253
595
$83K 0.01%
+929
596
$83K 0.01%
+976
597
$82K 0.01%
+1,655
598
$82K 0.01%
+447
599
$82K 0.01%
+779
600
$82K 0.01%
+880
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