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
1101
$16K ﹤0.01%
+724
1102
$16K ﹤0.01%
+517
1103
$16K ﹤0.01%
+594
1104
$16K ﹤0.01%
+921
1105
$16K ﹤0.01%
+746
1106
$16K ﹤0.01%
+400
1107
$16K ﹤0.01%
+3,296
1108
$16K ﹤0.01%
+137
1109
$16K ﹤0.01%
+498
1110
$16K ﹤0.01%
+777
1111
$16K ﹤0.01%
+555
1112
$16K ﹤0.01%
+226
1113
$16K ﹤0.01%
+130
1114
$16K ﹤0.01%
+138
1115
$16K ﹤0.01%
+257
1116
$16K ﹤0.01%
+612
1117
$16K ﹤0.01%
+445
1118
$16K ﹤0.01%
+598
1119
$16K ﹤0.01%
+278
1120
$15K ﹤0.01%
+759
1121
$15K ﹤0.01%
+1,490
1122
$15K ﹤0.01%
+299
1123
$15K ﹤0.01%
+319
1124
$15K ﹤0.01%
+145
1125
$15K ﹤0.01%
+435