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
1201
$12K ﹤0.01%
+234
1202
$12K ﹤0.01%
+305
1203
$12K ﹤0.01%
+604
1204
$12K ﹤0.01%
+198
1205
$12K ﹤0.01%
+324
1206
$12K ﹤0.01%
+564
1207
$12K ﹤0.01%
+500
1208
$12K ﹤0.01%
+675
1209
$11K ﹤0.01%
+739
1210
$11K ﹤0.01%
+178
1211
$11K ﹤0.01%
+79
1212
$11K ﹤0.01%
+830
1213
$11K ﹤0.01%
+404
1214
$11K ﹤0.01%
+181
1215
$11K ﹤0.01%
+518
1216
$11K ﹤0.01%
+216
1217
$11K ﹤0.01%
+171
1218
$11K ﹤0.01%
+282
1219
$11K ﹤0.01%
+219
1220
$11K ﹤0.01%
+328
1221
$11K ﹤0.01%
+180
1222
$11K ﹤0.01%
+362
1223
$11K ﹤0.01%
+159
1224
$11K ﹤0.01%
+122
1225
$11K ﹤0.01%
+50
47 48
49
50 51