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
951
$27K ﹤0.01%
+338
952
$27K ﹤0.01%
+900
953
$27K ﹤0.01%
+350
954
$26K ﹤0.01%
+281
955
$26K ﹤0.01%
+386
956
$26K ﹤0.01%
+895
957
$26K ﹤0.01%
+556
958
$26K ﹤0.01%
+300
959
$26K ﹤0.01%
211
-1,855
960
$26K ﹤0.01%
+1,079
961
$26K ﹤0.01%
+143
962
$26K ﹤0.01%
+515
963
$26K ﹤0.01%
+521
964
$26K ﹤0.01%
+760
965
$25K ﹤0.01%
+152
966
$25K ﹤0.01%
+947
967
$25K ﹤0.01%
+341
968
$25K ﹤0.01%
+771
969
$25K ﹤0.01%
+2,442
970
$25K ﹤0.01%
+201
971
$25K ﹤0.01%
+559
972
$25K ﹤0.01%
+226
973
$25K ﹤0.01%
+341
974
$25K ﹤0.01%
+561
975
$25K ﹤0.01%
+161
37 38
39
40 41