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
751
$48K 0.01%
+800
752
$48K 0.01%
+779
753
$48K 0.01%
+1,299
754
$48K 0.01%
+17
755
$48K 0.01%
+800
756
$48K 0.01%
+329
757
$48K 0.01%
+1,124
758
$48K 0.01%
+2,610
759
$47K 0.01%
+69
760
$47K 0.01%
+2,939
761
$47K 0.01%
+860
762
$47K 0.01%
+1,592
763
$47K 0.01%
+588
764
$47K 0.01%
+2,089
765
$47K 0.01%
+4,943
766
$47K 0.01%
+3,599
767
$47K 0.01%
+2,228
768
$47K 0.01%
+1,168
769
$47K 0.01%
+1,573
770
$46K 0.01%
+674
771
$46K 0.01%
+1,093
772
$46K 0.01%
+300
773
$46K 0.01%
+1,020
774
$46K 0.01%
+503
775
$46K 0.01%
+537
29 30
31
32 33