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
901
$32K ﹤0.01%
+528
902
$32K ﹤0.01%
+801
903
$31K ﹤0.01%
+919
904
$31K ﹤0.01%
+203
905
$31K ﹤0.01%
+291
906
$31K ﹤0.01%
+488
907
$31K ﹤0.01%
1,418
-17,941
908
$31K ﹤0.01%
+600
909
$31K ﹤0.01%
+2,326
910
$31K ﹤0.01%
+266
911
$31K ﹤0.01%
+365
912
$31K ﹤0.01%
+2,770
913
$30K ﹤0.01%
+3,498
914
$30K ﹤0.01%
+586
915
$30K ﹤0.01%
+1,872
916
$30K ﹤0.01%
+708
917
$30K ﹤0.01%
+2,627
918
$30K ﹤0.01%
+1,442
919
$30K ﹤0.01%
+700
920
$30K ﹤0.01%
+3,421
921
$30K ﹤0.01%
+347
922
$30K ﹤0.01%
+216
923
$30K ﹤0.01%
+303
924
$29K ﹤0.01%
+1,517
925
$29K ﹤0.01%
+190
35 36
37
38 39