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
1176
$13K ﹤0.01%
+154
1177
$13K ﹤0.01%
+236
1178
$13K ﹤0.01%
+208
1179
$13K ﹤0.01%
+237
1180
$12K ﹤0.01%
+95
1181
$12K ﹤0.01%
+112
1182
$12K ﹤0.01%
+353
1183
$12K ﹤0.01%
+278
1184
$12K ﹤0.01%
+186
1185
$12K ﹤0.01%
+250
1186
$12K ﹤0.01%
+405
1187
$12K ﹤0.01%
+160
1188
$12K ﹤0.01%
+342
1189
$12K ﹤0.01%
+270
1190
$12K ﹤0.01%
+360
1191
$12K ﹤0.01%
+83
1192
$12K ﹤0.01%
+54
1193
$12K ﹤0.01%
+132
1194
$12K ﹤0.01%
+198
1195
$12K ﹤0.01%
+415
1196
$12K ﹤0.01%
+466
1197
$12K ﹤0.01%
+113
1198
$12K ﹤0.01%
+213
1199
$12K ﹤0.01%
+19
1200
$12K ﹤0.01%
+122