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
1351
$6K ﹤0.01%
+328
1352
$6K ﹤0.01%
+384
1353
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+585
1354
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+95
1355
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+100
1356
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+138
1357
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+95
1358
$6K ﹤0.01%
308
-80,726
1359
$6K ﹤0.01%
+93
1360
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+166
1361
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1362
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+288
1363
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+72
1364
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+46
1365
$6K ﹤0.01%
+208
1366
$6K ﹤0.01%
+594
1367
$6K ﹤0.01%
+49
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+51
1369
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+98
1370
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+712
1371
$6K ﹤0.01%
+51
1372
$6K ﹤0.01%
+127
1373
$6K ﹤0.01%
+76
1374
$5K ﹤0.01%
+97
1375
$5K ﹤0.01%
+651