S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$36.9M
2 +$10.3M
3 +$6.46M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.19M
5
KO icon
Coca-Cola
KO
+$3.26M

Top Sells

1 +$111M
2 +$3.79M
3 +$2.06M
4
USO icon
United States Oil Fund
USO
+$1.88M
5
AXS icon
AXIS Capital
AXS
+$1.02M

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
1551
$6K ﹤0.01%
128
1552
$6K ﹤0.01%
+315
1553
$6K ﹤0.01%
370
1554
$6K ﹤0.01%
242
-40
1555
$6K ﹤0.01%
+708
1556
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50
+12
1557
$5K ﹤0.01%
84
-79
1558
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192
-4
1559
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80
1560
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34
+9
1561
$5K ﹤0.01%
+94
1562
$5K ﹤0.01%
28
-29
1563
$5K ﹤0.01%
1,600
1564
$5K ﹤0.01%
251
1565
$5K ﹤0.01%
80
-320
1566
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95
1567
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41
-116
1568
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125
-48
1569
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176
1570
$5K ﹤0.01%
31
1571
$5K ﹤0.01%
+240
1572
$5K ﹤0.01%
62
1573
$5K ﹤0.01%
294
+236
1574
$5K ﹤0.01%
30
-16
1575
$5K ﹤0.01%
44
-56