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
976
$25K ﹤0.01%
+454
977
$25K ﹤0.01%
+648
978
$24K ﹤0.01%
+289
979
$24K ﹤0.01%
+390
980
$24K ﹤0.01%
+1,926
981
$24K ﹤0.01%
+450
982
$24K ﹤0.01%
+103
983
$24K ﹤0.01%
+1,872
984
$24K ﹤0.01%
+1,864
985
$24K ﹤0.01%
+464
986
$24K ﹤0.01%
+10,311
987
$23K ﹤0.01%
+2,000
988
$23K ﹤0.01%
+436
989
$23K ﹤0.01%
+3,546
990
$23K ﹤0.01%
+352
991
$23K ﹤0.01%
+5,838
992
$23K ﹤0.01%
+312
993
$23K ﹤0.01%
+431
994
$23K ﹤0.01%
+207
995
$23K ﹤0.01%
+846
996
$23K ﹤0.01%
+475
997
$23K ﹤0.01%
+1,327
998
$23K ﹤0.01%
+191
999
$23K ﹤0.01%
+740
1000
$23K ﹤0.01%
+126
38 39
40
41 42