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
1076
$18K ﹤0.01%
10,000
1077
$18K ﹤0.01%
+813
1078
$17K ﹤0.01%
+1,051
1079
$17K ﹤0.01%
+98
1080
$17K ﹤0.01%
+300
1081
$17K ﹤0.01%
+2,420
1082
$17K ﹤0.01%
+161
1083
$17K ﹤0.01%
+1,134
1084
$17K ﹤0.01%
+162
1085
$17K ﹤0.01%
+656
1086
$17K ﹤0.01%
+384
1087
$17K ﹤0.01%
+29
1088
$17K ﹤0.01%
+249
1089
$17K ﹤0.01%
+182
1090
$17K ﹤0.01%
+780
1091
$17K ﹤0.01%
+1,315
1092
$17K ﹤0.01%
+994
1093
$17K ﹤0.01%
+928
1094
$17K ﹤0.01%
+600
1095
$17K ﹤0.01%
+220
1096
$17K ﹤0.01%
7,005
1097
$17K ﹤0.01%
+1,150
1098
$17K ﹤0.01%
+88
1099
$17K ﹤0.01%
+456
1100
$16K ﹤0.01%
+750
42 43
44
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