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
$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 4.94%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$6K ﹤0.01%
89
1527
$6K ﹤0.01%
300
-14
1528
$6K ﹤0.01%
61
-90
1529
$6K ﹤0.01%
+614
1530
$6K ﹤0.01%
106
-40
1531
$6K ﹤0.01%
589
+247
1532
$6K ﹤0.01%
26
-44
1533
$6K ﹤0.01%
220
+86
1534
$6K ﹤0.01%
189
-227
1535
$6K ﹤0.01%
71
-47
1536
$6K ﹤0.01%
+1,000
1537
$6K ﹤0.01%
162
1538
$6K ﹤0.01%
+49
1539
$6K ﹤0.01%
63
-89
1540
$6K ﹤0.01%
75
1541
$6K ﹤0.01%
292
-153
1542
$6K ﹤0.01%
146
-184
1543
$6K ﹤0.01%
181
+1
1544
$6K ﹤0.01%
115
1545
$6K ﹤0.01%
813
+162
1546
$6K ﹤0.01%
275
-256
1547
$6K ﹤0.01%
+332
1548
$6K ﹤0.01%
84
-166
1549
$6K ﹤0.01%
76
-722
1550
$6K ﹤0.01%
282
-300
60 61
62
63 64