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
$852M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,805
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.67M
3
+$2.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.22M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

1
+$8.7M
2
+$5.98M
3
+$4.91M
4
BA icon
Boeing
BA
+$4.02M
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
1601
$2K ﹤0.01%
+30
1602
$2K ﹤0.01%
+37
1603
$2K ﹤0.01%
+315
1604
$2K ﹤0.01%
+39
1605
$2K ﹤0.01%
+40
1606
$2K ﹤0.01%
+105
1607
$2K ﹤0.01%
+42
1608
$2K ﹤0.01%
+99
1609
$2K ﹤0.01%
+216
1610
$2K ﹤0.01%
+126
1611
$2K ﹤0.01%
+26
1612
$1K ﹤0.01%
+42
1613
$1K ﹤0.01%
+8
1614
$1K ﹤0.01%
+15
1615
$1K ﹤0.01%
+12
1616
$1K ﹤0.01%
+87
1617
$1K ﹤0.01%
+16
1618
$1K ﹤0.01%
+135
1619
$1K ﹤0.01%
+69
1620
$1K ﹤0.01%
+18
1621
$1K ﹤0.01%
+12
1622
$1K ﹤0.01%
+61
1623
$1K ﹤0.01%
+17
1624
$1K ﹤0.01%
+25
1625
$1K ﹤0.01%
+24
63 64
65
66 67