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
1626
$1K ﹤0.01%
+12
1627
$1K ﹤0.01%
+61
1628
$1K ﹤0.01%
+17
1629
$1K ﹤0.01%
+25
1630
$1K ﹤0.01%
+24
1631
$1K ﹤0.01%
+35
1632
$1K ﹤0.01%
+21
1633
$1K ﹤0.01%
+36
1634
$1K ﹤0.01%
+67
1635
$1K ﹤0.01%
+54
1636
$1K ﹤0.01%
+1
1637
$1K ﹤0.01%
+39
1638
$1K ﹤0.01%
+12
1639
$1K ﹤0.01%
+8
1640
$1K ﹤0.01%
+50
1641
$1K ﹤0.01%
+22
1642
$1K ﹤0.01%
+51
1643
$1K ﹤0.01%
+15
1644
$1K ﹤0.01%
+9
1645
$1K ﹤0.01%
+13
1646
$1K ﹤0.01%
+26
1647
$1K ﹤0.01%
+11
1648
$1K ﹤0.01%
+130
1649
$1K ﹤0.01%
+26
1650
$1K ﹤0.01%
+30