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
1026
$21K ﹤0.01%
+1,453
1027
$21K ﹤0.01%
+17
1028
$21K ﹤0.01%
+843
1029
$21K ﹤0.01%
+706
1030
$21K ﹤0.01%
+539
1031
$21K ﹤0.01%
+249
1032
$21K ﹤0.01%
+1,669
1033
$20K ﹤0.01%
+234
1034
$20K ﹤0.01%
+218
1035
$20K ﹤0.01%
+2,159
1036
$20K ﹤0.01%
+464
1037
$20K ﹤0.01%
+2,196
1038
$20K ﹤0.01%
+151
1039
$20K ﹤0.01%
+286
1040
$20K ﹤0.01%
+787
1041
$20K ﹤0.01%
+314
1042
$20K ﹤0.01%
+358
1043
$20K ﹤0.01%
+207
1044
$20K ﹤0.01%
+613
1045
$20K ﹤0.01%
+580
1046
$20K ﹤0.01%
+1,639
1047
$20K ﹤0.01%
+165
1048
$20K ﹤0.01%
+674
1049
$20K ﹤0.01%
+647
1050
$20K ﹤0.01%
+140