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
901
$32K ﹤0.01%
+1,131
902
$32K ﹤0.01%
+2,431
903
$31K ﹤0.01%
+488
904
$31K ﹤0.01%
+291
905
$31K ﹤0.01%
+203
906
$31K ﹤0.01%
+919
907
$31K ﹤0.01%
+266
908
$31K ﹤0.01%
+2,326
909
$31K ﹤0.01%
+600
910
$31K ﹤0.01%
1,418
-17,941
911
$31K ﹤0.01%
+365
912
$31K ﹤0.01%
+2,770
913
$30K ﹤0.01%
+3,498
914
$30K ﹤0.01%
+303
915
$30K ﹤0.01%
+216
916
$30K ﹤0.01%
+347
917
$30K ﹤0.01%
+3,421
918
$30K ﹤0.01%
+700
919
$30K ﹤0.01%
+1,442
920
$30K ﹤0.01%
+2,627
921
$30K ﹤0.01%
+708
922
$30K ﹤0.01%
+1,872
923
$30K ﹤0.01%
+586
924
$29K ﹤0.01%
+119
925
$29K ﹤0.01%
+665
35 36
37
38 39