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
1601
$2K ﹤0.01%
+53
1602
$2K ﹤0.01%
+18
1603
$2K ﹤0.01%
+30
1604
$2K ﹤0.01%
+37
1605
$2K ﹤0.01%
+315
1606
$2K ﹤0.01%
+39
1607
$2K ﹤0.01%
+40
1608
$2K ﹤0.01%
+105
1609
$2K ﹤0.01%
+42
1610
$2K ﹤0.01%
+99
1611
$2K ﹤0.01%
+216
1612
$1K ﹤0.01%
+46
1613
$1K ﹤0.01%
+66
1614
$1K ﹤0.01%
+19
1615
$1K ﹤0.01%
+39
1616
$1K ﹤0.01%
+36
1617
$1K ﹤0.01%
+64
1618
$1K ﹤0.01%
+154
1619
$1K ﹤0.01%
+43
1620
$1K ﹤0.01%
+40
1621
$1K ﹤0.01%
+11
1622
$1K ﹤0.01%
+77
1623
$1K ﹤0.01%
+37
1624
$1K ﹤0.01%
+16
1625
$1K ﹤0.01%
+18
63 64
65
66 67