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
1676
$1K ﹤0.01%
+19
1677
$1K ﹤0.01%
+5
1678
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+18
1679
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+20
1680
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+39
1681
$1K ﹤0.01%
+19
1682
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+22
1683
$1K ﹤0.01%
+79
1684
$1K ﹤0.01%
+19
1685
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+22
1686
$1K ﹤0.01%
+41
1687
$1K ﹤0.01%
+16
1688
$1K ﹤0.01%
+140
1689
$1K ﹤0.01%
+14
1690
$1K ﹤0.01%
+17
1691
$1K ﹤0.01%
+9
1692
$1K ﹤0.01%
+35
1693
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+34
1694
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+1
1695
$1K ﹤0.01%
+76
1696
$1K ﹤0.01%
+54
1697
$1K ﹤0.01%
+37
1698
$1K ﹤0.01%
+32
1699
$1K ﹤0.01%
+97
1700
$1K ﹤0.01%
+15