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
1401
$5K ﹤0.01%
+83
1402
$5K ﹤0.01%
+1,391
1403
$5K ﹤0.01%
+232
1404
$5K ﹤0.01%
+100
1405
$5K ﹤0.01%
+139
1406
$5K ﹤0.01%
+272
1407
$5K ﹤0.01%
+62
1408
$5K ﹤0.01%
+40
1409
$5K ﹤0.01%
+147
1410
$5K ﹤0.01%
+28
1411
$5K ﹤0.01%
+155
1412
$5K ﹤0.01%
+45
1413
$5K ﹤0.01%
+76
1414
$5K ﹤0.01%
+200
1415
$5K ﹤0.01%
+172
1416
$5K ﹤0.01%
+105
1417
$5K ﹤0.01%
+168
1418
$5K ﹤0.01%
+118
1419
$5K ﹤0.01%
+137
1420
$5K ﹤0.01%
+88
1421
$5K ﹤0.01%
+231
1422
$5K ﹤0.01%
+522
1423
$5K ﹤0.01%
+120
1424
$5K ﹤0.01%
+651
1425
$5K ﹤0.01%
+21
55 56
57
58 59