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
1576
$2K ﹤0.01%
+41
1577
$2K ﹤0.01%
+89
1578
$2K ﹤0.01%
+44
1579
$2K ﹤0.01%
+55
1580
$2K ﹤0.01%
+41
1581
$2K ﹤0.01%
+164
1582
$2K ﹤0.01%
+48
1583
$2K ﹤0.01%
+76
1584
$2K ﹤0.01%
+21
1585
$2K ﹤0.01%
+76
1586
$2K ﹤0.01%
+29
1587
$2K ﹤0.01%
+32
1588
$2K ﹤0.01%
+73
1589
$2K ﹤0.01%
+42
1590
$2K ﹤0.01%
+43
1591
$2K ﹤0.01%
+12
1592
$2K ﹤0.01%
+184
1593
$2K ﹤0.01%
+177
1594
$2K ﹤0.01%
+305
1595
$2K ﹤0.01%
+128
1596
$2K ﹤0.01%
+138
1597
$2K ﹤0.01%
+321
1598
$2K ﹤0.01%
+109
1599
$2K ﹤0.01%
+121
1600
$2K ﹤0.01%
+79