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
1376
$5K ﹤0.01%
+50
1377
$5K ﹤0.01%
+46
1378
$5K ﹤0.01%
+210
1379
$5K ﹤0.01%
+72
1380
$5K ﹤0.01%
+68
1381
$5K ﹤0.01%
+1,600
1382
$5K ﹤0.01%
223
-7,186
1383
$5K ﹤0.01%
+75
1384
$5K ﹤0.01%
+46
1385
$5K ﹤0.01%
+354
1386
$5K ﹤0.01%
+104
1387
$5K ﹤0.01%
+109
1388
$5K ﹤0.01%
+83
1389
$5K ﹤0.01%
+1,391
1390
$5K ﹤0.01%
+232
1391
$5K ﹤0.01%
+100
1392
$5K ﹤0.01%
+139
1393
$5K ﹤0.01%
+272
1394
$5K ﹤0.01%
+62
1395
$5K ﹤0.01%
+40
1396
$5K ﹤0.01%
+147
1397
$5K ﹤0.01%
+28
1398
$5K ﹤0.01%
+155
1399
$5K ﹤0.01%
+45
1400
$5K ﹤0.01%
+76