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
1126
$15K ﹤0.01%
+250
1127
$15K ﹤0.01%
+748
1128
$15K ﹤0.01%
+169
1129
$15K ﹤0.01%
+240
1130
$15K ﹤0.01%
+98
1131
$15K ﹤0.01%
+310
1132
$15K ﹤0.01%
248
-5,116
1133
$15K ﹤0.01%
+389
1134
$15K ﹤0.01%
+113
1135
$15K ﹤0.01%
+119
1136
$15K ﹤0.01%
+516
1137
$15K ﹤0.01%
+575
1138
$14K ﹤0.01%
+1,688
1139
$14K ﹤0.01%
+344
1140
$14K ﹤0.01%
+224
1141
$14K ﹤0.01%
+413
1142
$14K ﹤0.01%
+339
1143
$14K ﹤0.01%
+312
1144
$14K ﹤0.01%
+280
1145
$14K ﹤0.01%
+220
1146
$14K ﹤0.01%
+38
1147
$14K ﹤0.01%
+190
1148
$14K ﹤0.01%
+419
1149
$14K ﹤0.01%
+442
1150
$14K ﹤0.01%
+300
44 45
46
47 48