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
926
$29K ﹤0.01%
+251
927
$29K ﹤0.01%
+950
928
$29K ﹤0.01%
+560
929
$29K ﹤0.01%
+531
930
$29K ﹤0.01%
+1,786
931
$29K ﹤0.01%
+340
932
$29K ﹤0.01%
+450
933
$29K ﹤0.01%
+1,918
934
$29K ﹤0.01%
+1,316
935
$29K ﹤0.01%
+405
936
$29K ﹤0.01%
+1,980
937
$29K ﹤0.01%
+748
938
$29K ﹤0.01%
+665
939
$29K ﹤0.01%
+119
940
$28K ﹤0.01%
+338
941
$28K ﹤0.01%
+198
942
$28K ﹤0.01%
+265
943
$28K ﹤0.01%
+5,564
944
$28K ﹤0.01%
+1,322
945
$28K ﹤0.01%
+562
946
$28K ﹤0.01%
+139
947
$28K ﹤0.01%
+549
948
$28K ﹤0.01%
+896
949
$27K ﹤0.01%
+350
950
$27K ﹤0.01%
+900