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
926
$29K ﹤0.01%
+748
927
$29K ﹤0.01%
+1,980
928
$29K ﹤0.01%
+405
929
$29K ﹤0.01%
+1,316
930
$29K ﹤0.01%
+1,918
931
$29K ﹤0.01%
+450
932
$29K ﹤0.01%
+340
933
$29K ﹤0.01%
+1,786
934
$29K ﹤0.01%
+560
935
$29K ﹤0.01%
+950
936
$29K ﹤0.01%
+251
937
$29K ﹤0.01%
+190
938
$29K ﹤0.01%
+1,517
939
$29K ﹤0.01%
+531
940
$28K ﹤0.01%
+896
941
$28K ﹤0.01%
+549
942
$28K ﹤0.01%
+139
943
$28K ﹤0.01%
+562
944
$28K ﹤0.01%
+338
945
$28K ﹤0.01%
+1,322
946
$28K ﹤0.01%
+5,564
947
$28K ﹤0.01%
+265
948
$28K ﹤0.01%
+198
949
$27K ﹤0.01%
+114
950
$27K ﹤0.01%
+3,434
36 37
38
39 40