S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,258
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$10.6M
3
+$6.63M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.24M
5
KO icon
Coca-Cola
KO
+$3.39M

Top Sells

1
+$111M
2
+$3.59M
3
+$2.06M
4
USO icon
United States Oil Fund
USO
+$1.82M
5
AXS icon
AXIS Capital
AXS
+$1.04M

Sector Composition

1 Financials 5.66%
2 Consumer Staples 5.17%
3 Consumer Discretionary 5.11%
4 Technology 4.95%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$9K ﹤0.01%
68
1452
$9K ﹤0.01%
313
+4
1453
$9K ﹤0.01%
147
-5
1454
$9K ﹤0.01%
68
1455
$9K ﹤0.01%
1,835
+849
1456
$9K ﹤0.01%
289
+5
1457
$8K ﹤0.01%
1,000
1458
$8K ﹤0.01%
282
1459
$8K ﹤0.01%
1,082
-8
1460
$8K ﹤0.01%
129
1461
$8K ﹤0.01%
+296
1462
$8K ﹤0.01%
973
1463
$8K ﹤0.01%
18
+12
1464
$8K ﹤0.01%
87
+1
1465
$8K ﹤0.01%
+106
1466
$8K ﹤0.01%
150
1467
$8K ﹤0.01%
208
-3
1468
$8K ﹤0.01%
127
+106
1469
$8K ﹤0.01%
52
1470
$8K ﹤0.01%
52
-12
1471
$8K ﹤0.01%
377
-112
1472
$8K ﹤0.01%
637
-577
1473
$8K ﹤0.01%
147
-26
1474
$8K ﹤0.01%
+498
1475
$8K ﹤0.01%
535
57 58
59
60 61