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
1251
$10K ﹤0.01%
+212
1252
$10K ﹤0.01%
+122
1253
$10K ﹤0.01%
+632
1254
$9K ﹤0.01%
+283
1255
$9K ﹤0.01%
+336
1256
$9K ﹤0.01%
+88
1257
$9K ﹤0.01%
+427
1258
$9K ﹤0.01%
+500
1259
$9K ﹤0.01%
+37
1260
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+188
1261
$9K ﹤0.01%
+200
1262
$9K ﹤0.01%
+535
1263
$9K ﹤0.01%
+233
1264
$9K ﹤0.01%
+104
1265
$9K ﹤0.01%
+43
1266
$9K ﹤0.01%
+119
1267
$9K ﹤0.01%
+1,261
1268
$9K ﹤0.01%
+450
1269
$9K ﹤0.01%
+288
1270
$9K ﹤0.01%
+89
1271
$9K ﹤0.01%
+2
1272
$9K ﹤0.01%
+320
1273
$9K ﹤0.01%
+245
1274
$9K ﹤0.01%
+419
1275
$9K ﹤0.01%
+185