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
776
$46K 0.01%
+391
777
$46K 0.01%
+4,059
778
$45K 0.01%
+289
779
$45K 0.01%
+553
780
$45K 0.01%
+872
781
$44K 0.01%
+637
782
$44K 0.01%
+1,283
783
$44K 0.01%
+1,325
784
$44K 0.01%
+3,053
785
$44K 0.01%
+361
786
$44K 0.01%
+1,398
787
$44K 0.01%
+3,166
788
$43K 0.01%
+254
789
$43K 0.01%
+178
790
$43K 0.01%
+1,355
791
$43K 0.01%
+6,535
792
$43K 0.01%
+3,944
793
$42K ﹤0.01%
+1,712
794
$42K ﹤0.01%
+640
795
$42K ﹤0.01%
+6,450
796
$42K ﹤0.01%
+1,014
797
$42K ﹤0.01%
+550
798
$41K ﹤0.01%
+12,962
799
$41K ﹤0.01%
+2,736
800
$41K ﹤0.01%
+466
30 31
32
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