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
1051
$20K ﹤0.01%
+925
1052
$19K ﹤0.01%
+6,035
1053
$19K ﹤0.01%
+713
1054
$19K ﹤0.01%
+4,000
1055
$19K ﹤0.01%
+1,223
1056
$19K ﹤0.01%
+1,300
1057
$19K ﹤0.01%
+564
1058
$19K ﹤0.01%
+1,348
1059
$19K ﹤0.01%
+191
1060
$19K ﹤0.01%
+527
1061
$19K ﹤0.01%
+993
1062
$19K ﹤0.01%
+509
1063
$19K ﹤0.01%
+200
1064
$19K ﹤0.01%
+1,350
1065
$18K ﹤0.01%
+568
1066
$18K ﹤0.01%
+444
1067
$18K ﹤0.01%
+1,183
1068
$18K ﹤0.01%
+1,240
1069
$18K ﹤0.01%
+402
1070
$18K ﹤0.01%
+240
1071
$18K ﹤0.01%
+238
1072
$18K ﹤0.01%
+107
1073
$18K ﹤0.01%
+120
1074
$18K ﹤0.01%
+251
1075
$18K ﹤0.01%
+411
41 42
43
44 45