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
801
$41K ﹤0.01%
+1,441
802
$41K ﹤0.01%
+297
803
$41K ﹤0.01%
+447
804
$41K ﹤0.01%
+1,173
805
$41K ﹤0.01%
+1,210
806
$41K ﹤0.01%
+2,799
807
$40K ﹤0.01%
+159
808
$40K ﹤0.01%
+422
809
$40K ﹤0.01%
+520
810
$40K ﹤0.01%
+454
811
$40K ﹤0.01%
+692
812
$40K ﹤0.01%
+348
813
$40K ﹤0.01%
44,247
-2,500
814
$40K ﹤0.01%
+3,300
815
$40K ﹤0.01%
+2,320
816
$40K ﹤0.01%
+663
817
$40K ﹤0.01%
+501
818
$39K ﹤0.01%
+1,351
819
$39K ﹤0.01%
+740
820
$39K ﹤0.01%
+210
821
$39K ﹤0.01%
+3,616
822
$39K ﹤0.01%
+1,588
823
$39K ﹤0.01%
+127
824
$39K ﹤0.01%
+774
825
$39K ﹤0.01%
+423
31 32
33
34 35