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
1651
$1K ﹤0.01%
+11
1652
$1K ﹤0.01%
+35
1653
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+44
1654
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+72
1655
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+22
1656
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+50
1657
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+41
1658
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+70
1659
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+158
1660
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+40
1661
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+51
1662
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+21
1663
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+12
1664
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+13
1665
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+25
1666
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+9
1667
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+17
1668
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+11
1669
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+47
1670
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+14
1671
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+27
1672
$1K ﹤0.01%
+57
1673
$1K ﹤0.01%
+88
1674
$1K ﹤0.01%
+12
1675
$1K ﹤0.01%
+7