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
1476
$3K ﹤0.01%
+55
1477
$3K ﹤0.01%
+48
1478
$3K ﹤0.01%
+65
1479
$3K ﹤0.01%
+136
1480
$3K ﹤0.01%
+64
1481
$3K ﹤0.01%
+115
1482
$3K ﹤0.01%
+221
1483
$3K ﹤0.01%
+55
1484
$3K ﹤0.01%
+164
1485
$3K ﹤0.01%
+90
1486
$3K ﹤0.01%
+186
1487
$3K ﹤0.01%
+135
1488
$3K ﹤0.01%
+171
1489
$3K ﹤0.01%
+36
1490
$3K ﹤0.01%
+100
1491
$3K ﹤0.01%
+241
1492
$3K ﹤0.01%
+27
1493
$3K ﹤0.01%
+52
1494
$3K ﹤0.01%
+690
1495
$3K ﹤0.01%
+98
1496
$3K ﹤0.01%
+201
1497
$3K ﹤0.01%
+98
1498
$3K ﹤0.01%
+31
1499
$3K ﹤0.01%
+120
1500
$3K ﹤0.01%
+109
58 59
60
61 62