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
826
$39K ﹤0.01%
+2,103
827
$38K ﹤0.01%
+670
828
$38K ﹤0.01%
+549
829
$38K ﹤0.01%
+1,530
830
$38K ﹤0.01%
+676
831
$38K ﹤0.01%
+291
832
$38K ﹤0.01%
+451
833
$38K ﹤0.01%
+6,492
834
$38K ﹤0.01%
+491
835
$37K ﹤0.01%
+1,496
836
$37K ﹤0.01%
+5,733
837
$37K ﹤0.01%
+918
838
$37K ﹤0.01%
+747
839
$37K ﹤0.01%
+863
840
$37K ﹤0.01%
+224
841
$37K ﹤0.01%
+1,013
842
$36K ﹤0.01%
+1,868
843
$36K ﹤0.01%
+2,366
844
$36K ﹤0.01%
+1,044
845
$36K ﹤0.01%
+2,017
846
$36K ﹤0.01%
+812
847
$36K ﹤0.01%
+481
848
$36K ﹤0.01%
+453
849
$36K ﹤0.01%
+2,488
850
$36K ﹤0.01%
+1,689
32 33
34
35 36