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
1226
$11K ﹤0.01%
+516
1227
$11K ﹤0.01%
+310
1228
$11K ﹤0.01%
+154
1229
$11K ﹤0.01%
+566
1230
$10K ﹤0.01%
+339
1231
$10K ﹤0.01%
+400
1232
$10K ﹤0.01%
+218
1233
$10K ﹤0.01%
+539
1234
$10K ﹤0.01%
+369
1235
$10K ﹤0.01%
+314
1236
$10K ﹤0.01%
+303
1237
$10K ﹤0.01%
+89
1238
$10K ﹤0.01%
+85
1239
$10K ﹤0.01%
+133
1240
$10K ﹤0.01%
+280
1241
$10K ﹤0.01%
+418
1242
$10K ﹤0.01%
+76
1243
$10K ﹤0.01%
+324
1244
$10K ﹤0.01%
+57
1245
$10K ﹤0.01%
+213
1246
$10K ﹤0.01%
+118
1247
$10K ﹤0.01%
+86
1248
$10K ﹤0.01%
+165
1249
$10K ﹤0.01%
+63
1250
$10K ﹤0.01%
+248
48 49
50
51 52