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
1376
$5K ﹤0.01%
+298
1377
$5K ﹤0.01%
+311
1378
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+46
1379
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+102
1380
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+25
1381
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+96
1382
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+499
1383
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+112
1384
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+166
1385
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+209
1386
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+141
1387
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+230
1388
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+50
1389
$5K ﹤0.01%
+46
1390
$5K ﹤0.01%
+210
1391
$5K ﹤0.01%
+72
1392
$5K ﹤0.01%
+68
1393
$5K ﹤0.01%
+1,600
1394
$5K ﹤0.01%
+97
1395
$5K ﹤0.01%
223
-7,186
1396
$5K ﹤0.01%
+75
1397
$5K ﹤0.01%
+46
1398
$5K ﹤0.01%
+354
1399
$5K ﹤0.01%
+104
1400
$5K ﹤0.01%
+109