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
601
$81K 0.01%
+1,698
602
$80K 0.01%
+3,343
603
$80K 0.01%
1,782
-44,569
604
$80K 0.01%
+7,810
605
$80K 0.01%
+1,022
606
$80K 0.01%
+3,453
607
$80K 0.01%
+424
608
$79K 0.01%
+1,496
609
$79K 0.01%
+4,604
610
$78K 0.01%
+2,375
611
$78K 0.01%
+1,300
612
$77K 0.01%
+2,658
613
$77K 0.01%
+1,704
614
$77K 0.01%
+1,334
615
$76K 0.01%
+2,668
616
$76K 0.01%
+1,776
617
$75K 0.01%
+1,361
618
$75K 0.01%
+4,478
619
$75K 0.01%
+5,906
620
$75K 0.01%
+6,474
621
$74K 0.01%
+217
622
$74K 0.01%
+1,207
623
$74K 0.01%
+1,002
624
$74K 0.01%
+892
625
$73K 0.01%
+1,345
23 24
25
26 27