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
1326
$7K ﹤0.01%
+485
1327
$7K ﹤0.01%
+170
1328
$7K ﹤0.01%
+445
1329
$7K ﹤0.01%
+335
1330
$7K ﹤0.01%
+145
1331
$7K ﹤0.01%
+107
1332
$7K ﹤0.01%
+100
1333
$7K ﹤0.01%
+149
1334
$7K ﹤0.01%
+120
1335
$7K ﹤0.01%
+511
1336
$7K ﹤0.01%
+392
1337
$7K ﹤0.01%
+116
1338
$6K ﹤0.01%
+169
1339
$6K ﹤0.01%
+1,149
1340
$6K ﹤0.01%
+81
1341
$6K ﹤0.01%
+610
1342
$6K ﹤0.01%
+204
1343
$6K ﹤0.01%
+160
1344
$6K ﹤0.01%
+75
1345
$6K ﹤0.01%
+18
1346
$6K ﹤0.01%
+52
1347
$6K ﹤0.01%
+100
1348
$6K ﹤0.01%
+242
1349
$6K ﹤0.01%
+238
1350
$6K ﹤0.01%
+328