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
701
$55K 0.01%
+892
702
$55K 0.01%
+631
703
$55K 0.01%
+2,502
704
$55K 0.01%
+160
705
$55K 0.01%
+1,644
706
$55K 0.01%
+2,638
707
$54K 0.01%
+1,112
708
$54K 0.01%
+2,050
709
$53K 0.01%
+3,451
710
$53K 0.01%
+834
711
$52K 0.01%
+388
712
$52K 0.01%
+704
713
$52K 0.01%
+125
714
$52K 0.01%
+1,380
715
$52K 0.01%
+1,126
716
$52K 0.01%
+1,548
717
$52K 0.01%
+844
718
$52K 0.01%
+3,198
719
$51K 0.01%
+2,406
720
$51K 0.01%
+714
721
$51K 0.01%
+1,093
722
$51K 0.01%
+601
723
$51K 0.01%
+3,667
724
$51K 0.01%
+539
725
$51K 0.01%
+417
27 28
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