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
876
$33K ﹤0.01%
+2,287
877
$33K ﹤0.01%
+282
878
$33K ﹤0.01%
+979
879
$33K ﹤0.01%
+1,473
880
$33K ﹤0.01%
+2,800
881
$33K ﹤0.01%
+395
882
$33K ﹤0.01%
31
883
$33K ﹤0.01%
+332
884
$33K ﹤0.01%
+1,086
885
$33K ﹤0.01%
+717
886
$33K ﹤0.01%
+1,639
887
$33K ﹤0.01%
+296
888
$32K ﹤0.01%
+615
889
$32K ﹤0.01%
+836
890
$32K ﹤0.01%
+617
891
$32K ﹤0.01%
+214
892
$32K ﹤0.01%
+734
893
$32K ﹤0.01%
+528
894
$32K ﹤0.01%
+801
895
$32K ﹤0.01%
+1,401
896
$32K ﹤0.01%
+1,604
897
$32K ﹤0.01%
+859
898
$32K ﹤0.01%
+24,566
899
$32K ﹤0.01%
+2,683
900
$32K ﹤0.01%
+3,690
34 35
36
37 38