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
1426
$4K ﹤0.01%
+56
1427
$4K ﹤0.01%
+29
1428
$4K ﹤0.01%
+60
1429
$4K ﹤0.01%
+84
1430
$4K ﹤0.01%
+160
1431
$4K ﹤0.01%
+31
1432
$4K ﹤0.01%
+110
1433
$4K ﹤0.01%
+61
1434
$4K ﹤0.01%
+41
1435
$4K ﹤0.01%
+101
1436
$4K ﹤0.01%
+81
1437
$4K ﹤0.01%
+151
1438
$4K ﹤0.01%
+54
1439
$4K ﹤0.01%
+86
1440
$4K ﹤0.01%
+51
1441
$4K ﹤0.01%
+342
1442
$4K ﹤0.01%
+51
1443
$4K ﹤0.01%
+125
1444
$4K ﹤0.01%
+292
1445
$4K ﹤0.01%
+33
1446
$4K ﹤0.01%
+74
1447
$4K ﹤0.01%
+59
1448
$4K ﹤0.01%
+1,653
1449
$4K ﹤0.01%
+66
1450
$4K ﹤0.01%
+87
56 57
58
59 60