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
1501
$3K ﹤0.01%
+39
1502
$3K ﹤0.01%
+66
1503
$3K ﹤0.01%
+36
1504
$3K ﹤0.01%
+154
1505
$3K ﹤0.01%
+85
1506
$3K ﹤0.01%
+282
1507
$3K ﹤0.01%
+48
1508
$3K ﹤0.01%
+45
1509
$3K ﹤0.01%
+73
1510
$3K ﹤0.01%
+68
1511
$3K ﹤0.01%
+291
1512
$3K ﹤0.01%
+415
1513
$3K ﹤0.01%
+52
1514
$3K ﹤0.01%
+81
1515
$3K ﹤0.01%
+127
1516
$3K ﹤0.01%
+47
1517
$3K ﹤0.01%
+80
1518
$3K ﹤0.01%
+186
1519
$3K ﹤0.01%
+21
1520
$3K ﹤0.01%
+117
1521
$3K ﹤0.01%
+106
1522
$3K ﹤0.01%
+258
1523
$3K ﹤0.01%
+11
1524
$3K ﹤0.01%
+109
1525
$3K ﹤0.01%
+146
59 60
61
62 63