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
1201
$12K ﹤0.01%
+415
1202
$12K ﹤0.01%
+466
1203
$12K ﹤0.01%
+113
1204
$12K ﹤0.01%
+213
1205
$12K ﹤0.01%
+19
1206
$12K ﹤0.01%
+122
1207
$12K ﹤0.01%
+234
1208
$12K ﹤0.01%
+305
1209
$11K ﹤0.01%
+178
1210
$11K ﹤0.01%
+79
1211
$11K ﹤0.01%
+830
1212
$11K ﹤0.01%
+404
1213
$11K ﹤0.01%
+181
1214
$11K ﹤0.01%
+518
1215
$11K ﹤0.01%
+216
1216
$11K ﹤0.01%
+171
1217
$11K ﹤0.01%
+282
1218
$11K ﹤0.01%
+219
1219
$11K ﹤0.01%
+328
1220
$11K ﹤0.01%
+180
1221
$11K ﹤0.01%
+362
1222
$11K ﹤0.01%
+159
1223
$11K ﹤0.01%
+122
1224
$11K ﹤0.01%
+50
1225
$11K ﹤0.01%
+516