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
1151
$14K ﹤0.01%
+247
1152
$13K ﹤0.01%
+800
1153
$13K ﹤0.01%
+557
1154
$13K ﹤0.01%
+271
1155
$13K ﹤0.01%
+357
1156
$13K ﹤0.01%
+167
1157
$13K ﹤0.01%
+338
1158
$13K ﹤0.01%
+1,060
1159
$13K ﹤0.01%
+274
1160
$13K ﹤0.01%
+395
1161
$13K ﹤0.01%
+484
1162
$13K ﹤0.01%
+102
1163
$13K ﹤0.01%
+162
1164
$13K ﹤0.01%
+305
1165
$13K ﹤0.01%
+649
1166
$13K ﹤0.01%
+352
1167
$13K ﹤0.01%
+116
1168
$13K ﹤0.01%
+277
1169
$13K ﹤0.01%
+485
1170
$13K ﹤0.01%
+185
1171
$13K ﹤0.01%
+111
1172
$13K ﹤0.01%
+214
1173
$13K ﹤0.01%
+810
1174
$13K ﹤0.01%
+228
1175
$13K ﹤0.01%
+347