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
1676
$1K ﹤0.01%
+27
1677
$1K ﹤0.01%
+12
1678
$1K ﹤0.01%
+87
1679
$1K ﹤0.01%
+16
1680
$1K ﹤0.01%
+135
1681
$1K ﹤0.01%
+42
1682
$1K ﹤0.01%
+8
1683
$1K ﹤0.01%
+69
1684
$1K ﹤0.01%
+57
1685
$1K ﹤0.01%
+88
1686
$1K ﹤0.01%
+12
1687
$1K ﹤0.01%
+7
1688
$1K ﹤0.01%
+6
1689
$1K ﹤0.01%
+19
1690
$1K ﹤0.01%
+5
1691
$1K ﹤0.01%
+18
1692
$1K ﹤0.01%
+20
1693
$1K ﹤0.01%
+39
1694
$1K ﹤0.01%
+5
1695
$1K ﹤0.01%
+19
1696
$1K ﹤0.01%
+22
1697
$1K ﹤0.01%
+79
1698
$1K ﹤0.01%
+19
1699
$1K ﹤0.01%
+22
1700
$1K ﹤0.01%
+41