S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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 4.6%
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%
+158
1652
$1K ﹤0.01%
+40
1653
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+51
1654
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+21
1655
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+12
1656
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+13
1657
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+25
1658
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+9
1659
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+17
1660
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+11
1661
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+47
1662
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+14
1663
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+27
1664
$1K ﹤0.01%
+12
1665
$1K ﹤0.01%
+87
1666
$1K ﹤0.01%
+16
1667
$1K ﹤0.01%
+135
1668
$1K ﹤0.01%
+42
1669
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+8
1670
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+69
1671
$1K ﹤0.01%
+57
1672
$1K ﹤0.01%
+88
1673
$1K ﹤0.01%
+12
1674
$1K ﹤0.01%
+7
1675
$1K ﹤0.01%
+6