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
976
$25K ﹤0.01%
+201
977
$25K ﹤0.01%
+559
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%
+1,327
988
$23K ﹤0.01%
+191
989
$23K ﹤0.01%
+740
990
$23K ﹤0.01%
+126
991
$23K ﹤0.01%
+436
992
$23K ﹤0.01%
+3,546
993
$23K ﹤0.01%
+352
994
$23K ﹤0.01%
+5,838
995
$23K ﹤0.01%
+312
996
$23K ﹤0.01%
+431
997
$23K ﹤0.01%
+207
998
$23K ﹤0.01%
+846
999
$23K ﹤0.01%
+475
1000
$23K ﹤0.01%
+1,423
38 39
40
41 42