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
1401
$5K ﹤0.01%
+200
1402
$5K ﹤0.01%
+172
1403
$5K ﹤0.01%
+105
1404
$5K ﹤0.01%
+168
1405
$5K ﹤0.01%
+118
1406
$5K ﹤0.01%
+137
1407
$5K ﹤0.01%
+88
1408
$5K ﹤0.01%
+231
1409
$5K ﹤0.01%
+522
1410
$5K ﹤0.01%
+120
1411
$5K ﹤0.01%
+21
1412
$5K ﹤0.01%
+141
1413
$5K ﹤0.01%
+209
1414
$5K ﹤0.01%
+166
1415
$5K ﹤0.01%
+112
1416
$5K ﹤0.01%
+230
1417
$5K ﹤0.01%
+499
1418
$5K ﹤0.01%
+96
1419
$5K ﹤0.01%
+25
1420
$5K ﹤0.01%
+102
1421
$5K ﹤0.01%
+46
1422
$5K ﹤0.01%
+311
1423
$5K ﹤0.01%
+298
1424
$5K ﹤0.01%
+209
1425
$5K ﹤0.01%
+80
55 56
57
58 59