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
626
$73K 0.01%
+23,060
627
$73K 0.01%
+873
628
$73K 0.01%
+1,000
629
$72K 0.01%
+1,820
630
$72K 0.01%
+1,200
631
$72K 0.01%
+1,323
632
$71K 0.01%
+1,009
633
$71K 0.01%
+2,071
634
$71K 0.01%
+7,383
635
$70K 0.01%
+1,817
636
$70K 0.01%
+4,650
637
$70K 0.01%
+1,127
638
$70K 0.01%
+1,334
639
$69K 0.01%
+1,488
640
$69K 0.01%
+1,338
641
$68K 0.01%
+5,437
642
$68K 0.01%
+564
643
$68K 0.01%
+1,044
644
$68K 0.01%
+4,273
645
$68K 0.01%
+906
646
$67K 0.01%
733
-2,348
647
$67K 0.01%
+1,380
648
$67K 0.01%
+1,049
649
$66K 0.01%
+522
650
$66K 0.01%
+1,156
24 25
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