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
1276
$9K ﹤0.01%
+300
1277
$9K ﹤0.01%
+2,074
1278
$9K ﹤0.01%
+302
1279
$9K ﹤0.01%
+414
1280
$9K ﹤0.01%
+71
1281
$9K ﹤0.01%
+169
1282
$9K ﹤0.01%
+158
1283
$8K ﹤0.01%
+167
1284
$8K ﹤0.01%
+977
1285
$8K ﹤0.01%
+325
1286
$8K ﹤0.01%
+75
1287
$8K ﹤0.01%
+222
1288
$8K ﹤0.01%
+112
1289
$8K ﹤0.01%
+200
1290
$8K ﹤0.01%
+167
1291
$8K ﹤0.01%
+37
1292
$8K ﹤0.01%
+68
1293
$8K ﹤0.01%
+785
1294
$8K ﹤0.01%
+249
1295
$8K ﹤0.01%
+2,209
1296
$8K ﹤0.01%
+151
1297
$8K ﹤0.01%
+238
1298
$8K ﹤0.01%
+369
1299
$8K ﹤0.01%
+247
1300
$8K ﹤0.01%
+366