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
651
$66K 0.01%
+1,999
652
$66K 0.01%
942
-10,668
653
$65K 0.01%
+1,759
654
$65K 0.01%
+1,436
655
$65K 0.01%
+1,218
656
$65K 0.01%
+1,199
657
$65K 0.01%
+778
658
$65K 0.01%
+493
659
$64K 0.01%
+2,180
660
$63K 0.01%
+246
661
$63K 0.01%
+3,855
662
$63K 0.01%
+1,629
663
$63K 0.01%
+1,675
664
$62K 0.01%
+876
665
$62K 0.01%
+813
666
$62K 0.01%
+1,617
667
$62K 0.01%
+837
668
$62K 0.01%
+2,495
669
$62K 0.01%
+2,173
670
$62K 0.01%
+517
671
$61K 0.01%
+1,350
672
$61K 0.01%
+553
673
$61K 0.01%
+1,449
674
$61K 0.01%
+1,395
675
$61K 0.01%
+648
25 26
27
28 29