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
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%
+674
1034
$20K ﹤0.01%
+234
1035
$20K ﹤0.01%
+218
1036
$20K ﹤0.01%
+2,159
1037
$20K ﹤0.01%
+464
1038
$20K ﹤0.01%
+2,196
1039
$20K ﹤0.01%
+151
1040
$20K ﹤0.01%
+286
1041
$20K ﹤0.01%
+787
1042
$20K ﹤0.01%
+314
1043
$20K ﹤0.01%
+358
1044
$20K ﹤0.01%
+207
1045
$20K ﹤0.01%
+613
1046
$20K ﹤0.01%
+580
1047
$20K ﹤0.01%
+1,639
1048
$20K ﹤0.01%
+165
1049
$20K ﹤0.01%
+647
1050
$20K ﹤0.01%
+140
40 41
42
43 44