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
726
$51K 0.01%
+417
727
$51K 0.01%
+8,462
728
$51K 0.01%
+466
729
$51K 0.01%
500
-2,141
730
$51K 0.01%
+500
731
$51K 0.01%
+3,322
732
$51K 0.01%
+349
733
$51K 0.01%
+3,102
734
$50K 0.01%
+434
735
$50K 0.01%
+1,600
736
$50K 0.01%
+1,896
737
$50K 0.01%
+2,580
738
$50K 0.01%
+3,078
739
$50K 0.01%
+1,819
740
$49K 0.01%
+1,325
741
$49K 0.01%
+773
742
$49K 0.01%
13,125
+1,108
743
$49K 0.01%
+2,288
744
$49K 0.01%
+589
745
$49K 0.01%
+316
746
$48K 0.01%
+1,629
747
$48K 0.01%
+1,050
748
$48K 0.01%
+978
749
$48K 0.01%
+824
750
$48K 0.01%
+400
28 29
30
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