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
1301
$8K ﹤0.01%
+86
1302
$8K ﹤0.01%
+72
1303
$8K ﹤0.01%
+165
1304
$8K ﹤0.01%
+327
1305
$8K ﹤0.01%
+154
1306
$8K ﹤0.01%
+378
1307
$8K ﹤0.01%
+111
1308
$7K ﹤0.01%
+112
1309
$7K ﹤0.01%
+84
1310
$7K ﹤0.01%
+215
1311
$7K ﹤0.01%
+191
1312
$7K ﹤0.01%
+652
1313
$7K ﹤0.01%
+797
1314
$7K ﹤0.01%
+973
1315
$7K ﹤0.01%
+255
1316
$7K ﹤0.01%
+150
1317
$7K ﹤0.01%
+30
1318
$7K ﹤0.01%
+211
1319
$7K ﹤0.01%
+106
1320
$7K ﹤0.01%
+31
1321
$7K ﹤0.01%
+65
1322
$7K ﹤0.01%
+110
1323
$7K ﹤0.01%
+421
1324
$7K ﹤0.01%
+71
1325
$7K ﹤0.01%
+151