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
1526
$3K ﹤0.01%
+83
1527
$3K ﹤0.01%
+39
1528
$3K ﹤0.01%
+85
1529
$2K ﹤0.01%
+126
1530
$2K ﹤0.01%
+26
1531
$2K ﹤0.01%
+162
1532
$2K ﹤0.01%
+48
1533
$2K ﹤0.01%
+29
1534
$2K ﹤0.01%
+35
1535
$2K ﹤0.01%
+104
1536
$2K ﹤0.01%
+83
1537
$2K ﹤0.01%
+46
1538
$2K ﹤0.01%
+55
1539
$2K ﹤0.01%
+129
1540
$2K ﹤0.01%
+53
1541
$2K ﹤0.01%
+23
1542
$2K ﹤0.01%
+20
1543
$2K ﹤0.01%
+35
1544
$2K ﹤0.01%
+23
1545
$2K ﹤0.01%
+53
1546
$2K ﹤0.01%
+37
1547
$2K ﹤0.01%
+201
1548
$2K ﹤0.01%
+110
1549
$2K ﹤0.01%
+32
1550
$2K ﹤0.01%
+58
60 61
62
63 64