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
1651
$1K ﹤0.01%
+33
1652
$1K ﹤0.01%
+23
1653
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+33
1654
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+21
1655
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+30
1656
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+11
1657
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+35
1658
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+44
1659
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+72
1660
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+22
1661
$1K ﹤0.01%
+50
1662
$1K ﹤0.01%
+41
1663
$1K ﹤0.01%
+70
1664
$1K ﹤0.01%
+158
1665
$1K ﹤0.01%
+40
1666
$1K ﹤0.01%
+51
1667
$1K ﹤0.01%
+21
1668
$1K ﹤0.01%
+12
1669
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+13
1670
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+25
1671
$1K ﹤0.01%
+9
1672
$1K ﹤0.01%
+17
1673
$1K ﹤0.01%
+11
1674
$1K ﹤0.01%
+47
1675
$1K ﹤0.01%
+14