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
1251
$10K ﹤0.01%
+212
1252
$10K ﹤0.01%
+122
1253
$10K ﹤0.01%
+632
1254
$9K ﹤0.01%
+1,261
1255
$9K ﹤0.01%
+320
1256
$9K ﹤0.01%
+414
1257
$9K ﹤0.01%
+283
1258
$9K ﹤0.01%
+336
1259
$9K ﹤0.01%
+88
1260
$9K ﹤0.01%
+427
1261
$9K ﹤0.01%
+500
1262
$9K ﹤0.01%
+37
1263
$9K ﹤0.01%
+188
1264
$9K ﹤0.01%
+200
1265
$9K ﹤0.01%
+535
1266
$9K ﹤0.01%
+233
1267
$9K ﹤0.01%
+104
1268
$9K ﹤0.01%
+43
1269
$9K ﹤0.01%
+119
1270
$9K ﹤0.01%
+450
1271
$9K ﹤0.01%
+288
1272
$9K ﹤0.01%
+89
1273
$9K ﹤0.01%
+2
1274
$9K ﹤0.01%
+245
1275
$9K ﹤0.01%
+419