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
1451
$4K ﹤0.01%
+40
1452
$4K ﹤0.01%
+121
1453
$4K ﹤0.01%
+70
1454
$4K ﹤0.01%
+72
1455
$4K ﹤0.01%
+195
1456
$4K ﹤0.01%
+52
1457
$4K ﹤0.01%
+611
1458
$4K ﹤0.01%
+51
1459
$4K ﹤0.01%
+113
1460
$4K ﹤0.01%
+200
1461
$4K ﹤0.01%
+440
1462
$4K ﹤0.01%
+1,620
1463
$4K ﹤0.01%
+262
1464
$4K ﹤0.01%
+139
1465
$4K ﹤0.01%
+198
1466
$4K ﹤0.01%
+38
1467
$4K ﹤0.01%
+6
1468
$4K ﹤0.01%
+105
1469
$4K ﹤0.01%
+65
1470
$4K ﹤0.01%
+29
1471
$4K ﹤0.01%
+158
1472
$3K ﹤0.01%
+12
1473
$3K ﹤0.01%
+20
1474
$3K ﹤0.01%
+231
1475
$3K ﹤0.01%
+26
57 58
59
60 61