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
851
$36K ﹤0.01%
+1,368
852
$36K ﹤0.01%
+3,726
853
$36K ﹤0.01%
+778
854
$35K ﹤0.01%
+2,000
855
$35K ﹤0.01%
+1,820
856
$35K ﹤0.01%
+836
857
$35K ﹤0.01%
+278
858
$35K ﹤0.01%
+1,274
859
$35K ﹤0.01%
+909
860
$35K ﹤0.01%
+887
861
$35K ﹤0.01%
+205
862
$35K ﹤0.01%
+696
863
$35K ﹤0.01%
+232
864
$35K ﹤0.01%
+3,520
865
$34K ﹤0.01%
+707
866
$34K ﹤0.01%
+323
867
$34K ﹤0.01%
+1,264
868
$34K ﹤0.01%
+841
869
$34K ﹤0.01%
+465
870
$34K ﹤0.01%
+493
871
$34K ﹤0.01%
+1,332
872
$34K ﹤0.01%
+8,000
873
$34K ﹤0.01%
+429
874
$34K ﹤0.01%
+309
875
$34K ﹤0.01%
+406
33 34
35
36 37