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
1551
$2K ﹤0.01%
+46
1552
$2K ﹤0.01%
+180
1553
$2K ﹤0.01%
+31
1554
$2K ﹤0.01%
+32
1555
$2K ﹤0.01%
+105
1556
$2K ﹤0.01%
+32
1557
$2K ﹤0.01%
+53
1558
$2K ﹤0.01%
+6
1559
$2K ﹤0.01%
+31
1560
$2K ﹤0.01%
+138
1561
$2K ﹤0.01%
+25
1562
$2K ﹤0.01%
+27
1563
$2K ﹤0.01%
+52
1564
$2K ﹤0.01%
+153
1565
$2K ﹤0.01%
+36
1566
$2K ﹤0.01%
+4
1567
$2K ﹤0.01%
+22
1568
$2K ﹤0.01%
+145
1569
$2K ﹤0.01%
+36
1570
$2K ﹤0.01%
+110
1571
$2K ﹤0.01%
+90
1572
$2K ﹤0.01%
+59
1573
$2K ﹤0.01%
+44
1574
$2K ﹤0.01%
+20
1575
$2K ﹤0.01%
83
-15,000
61 62
63
64 65