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
676
$61K 0.01%
+1,100
677
$61K 0.01%
+2,086
678
$60K 0.01%
+1,200
679
$60K 0.01%
+2,258
680
$60K 0.01%
+911
681
$60K 0.01%
+1,700
682
$59K 0.01%
+1,394
683
$59K 0.01%
+3,383
684
$59K 0.01%
+1,400
685
$59K 0.01%
+1,705
686
$59K 0.01%
+551
687
$59K 0.01%
+863
688
$59K 0.01%
+859
689
$59K 0.01%
+2,287
690
$58K 0.01%
+984
691
$58K 0.01%
+1,413
692
$58K 0.01%
+698
693
$57K 0.01%
+644
694
$57K 0.01%
+2,235
695
$57K 0.01%
+4,850
696
$57K 0.01%
2,807
-6,234
697
$56K 0.01%
+3,200
698
$56K 0.01%
+564
699
$56K 0.01%
+2,119
700
$55K 0.01%
+2,327
26 27
28
29 30