S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$2.91M
2 +$2.67M
3 +$2.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.22M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

1 +$8.7M
2 +$5.98M
3 +$4.91M
4
BA icon
Boeing
BA
+$4.02M
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%
+228
1177
$13K ﹤0.01%
+154
1178
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+236
1179
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+208
1180
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+198
1181
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+324
1182
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+564
1183
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+604
1184
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+500
1185
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+675
1186
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+95
1187
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+112
1188
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+353
1189
$12K ﹤0.01%
+278
1190
$12K ﹤0.01%
+186
1191
$12K ﹤0.01%
+250
1192
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+405
1193
$12K ﹤0.01%
+160
1194
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+342
1195
$12K ﹤0.01%
+270
1196
$12K ﹤0.01%
+360
1197
$12K ﹤0.01%
+83
1198
$12K ﹤0.01%
+54
1199
$12K ﹤0.01%
+132
1200
$12K ﹤0.01%
+198