S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$2.91M
2 +$2.67M
3 +$2.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.22M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

1 +$8.7M
2 +$5.98M
3 +$4.91M
4
BA icon
Boeing
BA
+$4.02M
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
876
$33K ﹤0.01%
+282
877
$33K ﹤0.01%
+979
878
$33K ﹤0.01%
+1,473
879
$33K ﹤0.01%
+2,800
880
$33K ﹤0.01%
+395
881
$33K ﹤0.01%
31
882
$33K ﹤0.01%
+332
883
$33K ﹤0.01%
+1,086
884
$33K ﹤0.01%
+2,287
885
$33K ﹤0.01%
+717
886
$33K ﹤0.01%
+1,639
887
$33K ﹤0.01%
+296
888
$32K ﹤0.01%
+859
889
$32K ﹤0.01%
+24,566
890
$32K ﹤0.01%
+1,401
891
$32K ﹤0.01%
+1,604
892
$32K ﹤0.01%
+2,683
893
$32K ﹤0.01%
+3,690
894
$32K ﹤0.01%
+1,131
895
$32K ﹤0.01%
+2,431
896
$32K ﹤0.01%
+214
897
$32K ﹤0.01%
+623
898
$32K ﹤0.01%
+836
899
$32K ﹤0.01%
+615
900
$32K ﹤0.01%
+734