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
1001
$23K ﹤0.01%
+1,423
1002
$23K ﹤0.01%
+968
1003
$23K ﹤0.01%
+1,432
1004
$22K ﹤0.01%
+219
1005
$22K ﹤0.01%
+5,623
1006
$22K ﹤0.01%
+19
1007
$22K ﹤0.01%
+1,198
1008
$22K ﹤0.01%
956
-69,847
1009
$22K ﹤0.01%
+929
1010
$22K ﹤0.01%
+516
1011
$22K ﹤0.01%
+1,154
1012
$22K ﹤0.01%
+455
1013
$22K ﹤0.01%
+566
1014
$21K ﹤0.01%
+354
1015
$21K ﹤0.01%
+498
1016
$21K ﹤0.01%
+153
1017
$21K ﹤0.01%
+251
1018
$21K ﹤0.01%
+129
1019
$21K ﹤0.01%
+192
1020
$21K ﹤0.01%
+350
1021
$21K ﹤0.01%
+416
1022
$21K ﹤0.01%
+201
1023
$21K ﹤0.01%
+213
1024
$21K ﹤0.01%
+1,278
1025
$21K ﹤0.01%
720
-34,230
39 40
41
42 43