S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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%
+190
927
$29K ﹤0.01%
+251
928
$29K ﹤0.01%
+950
929
$29K ﹤0.01%
+560
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%
+562
942
$28K ﹤0.01%
+139
943
$28K ﹤0.01%
+549
944
$28K ﹤0.01%
+896
945
$28K ﹤0.01%
+198
946
$28K ﹤0.01%
+265
947
$28K ﹤0.01%
+5,564
948
$28K ﹤0.01%
+1,322
949
$27K ﹤0.01%
+350
950
$27K ﹤0.01%
+900
36 37
38
39 40